Legal & Compliance
How Dossery supports legal admissibility, fiduciary accountability, and jurisdictional alignment.
No. Dossery is not an appraisal service. It provides structured asset records and market reference data to support documentation. It complements formal appraisals when required.
Outputs are structured to meet estate documentation standards and support legal review. Admissibility depends on jurisdiction and proceeding context.
Every action is recorded with a timestamp and verified identity. Access controls and audit trails support transparency and accountability throughout estate administration.
Yes. Records include timestamped audit trails, identity-attributed access logs, and linked evidence. These elements support defensibility in contested proceedings.
Outputs are structured to align with probate documentation requirements across U.S. jurisdictions, with support for jurisdiction-specific formatting.
Data & Valuation
How valuation references are sourced, stored, and intended to be used.
Values are supported by multiple market reference sources, including auction house records, dealer benchmarks, and asset-specific documentation such as receipts and prior appraisals.
Yes. Third-party appraisals, insurance schedules, and professional valuation documents can be attached directly to asset records.
Estimated values provide context for review. They are not substitutes for formal appraisals when those are required. Fiduciaries should use them as contextual data points alongside professional valuations.
Yes. Each valuation reference is linked to its source within the asset record, providing traceable sourcing for legal or fiduciary review.
Record Integrity
How records are sealed, tracked, and maintained for legal use.
Why This Matters
Defensibility depends on when and how records are created. Records captured at the source with audit trails carry stronger evidentiary value than those reconstructed later.
Three factors: tamper-evident sealing at creation, continuous identity-attributed audit trails, and corroborating evidence linked to each record.
Records can be updated, but every change is logged with a timestamp and identity. The original sealed state is permanently preserved.
Records are sealed at creation. Any post-creation alteration is immediately detectable, ensuring the record presented matches the record originally created.
Every action, including access, modification, and sharing, is recorded with a timestamp and attributed to a verified user, from first entry through disposition.
Workflow & Usage
How Dossery fits into estate planning and administration workflows.
Yes. Clients can document assets proactively during estate planning. Records created early persist through administration and legal use with the same audit trail.
The person closest to the assets. Typically the client during planning, or the executor during administration. Attorneys and fiduciaries review and use the resulting documentation.
Dossery integrates into probate preparation, inventory creation, and fiduciary review. Outputs are formatted for direct use in legal filings without requiring process changes.
Yes. Multiple authorized users can contribute to and review records. Each user's actions are independently logged with timestamps and identity attribution.
A complete record can typically be created in minutes using guided capture fields. Structured inputs reduce the need for follow-up or reconciliation.
Security & Privacy
How data is protected, accessed, and governed.
All data is encrypted at rest and in transit. Access is controlled through role-based permissions and privacy-by-design principles. Personally identifiable information in images or documents can be redacted during documentation.
Only verified, authorized users. Attorneys, fiduciaries, and legal representatives access records based on assigned roles. All access is controlled and logged.
Access is role-based with biometric passkey authentication. Every access event is logged with a timestamp and identity credential. The audit trail is continuous and exportable.
Secure cloud infrastructure with safeguards for confidentiality, integrity, and availability, aligned with enterprise-grade security standards.
Dossery is designed with privacy-by-design principles that align with modern data protection expectations, including those reflected in the Maryland Online Data Privacy Act (MODPA). Access to data is restricted to verified, authorized users, and all interactions are logged with audit trails. Sensitive information can be minimized or redacted during documentation. Dossery does not sell personal data and is structured to support responsible data handling practices.
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