Guides & Tools
Organize your family's important documents
Free, practical guides for getting your family's paperwork organized and easy to find. Start with the checklist, then dig into the topic you need.
Family Document Checklist
71 essential records across 9 categories, in a checklist you can tick off and save. See what your family should keep, and spot what is missing.
Open the checklistGuides

What happens to your online accounts when you die in Canada
When someone dies in Canada, their family often cannot legally reach their online accounts, photos, or money. Here is where the law stands province by province, what Apple, Google, Meta, and Microsoft actually let your family do, and a short checklist to set it all up in an afternoon.

Living documents vs. ancestor documents: where AncestryAI ends and Archevi begins
Ask AncestryAI now accepts uploaded personal documents, but frames them as genealogy. Wills, insurance policies, tax slips, and medical records are living documents, not ancestor records. Here's the line between them.

How to Go Paperless at Home: A Practical Guide for Canadian Families
Filing cabinets full of documents you might need someday. Sound familiar? Here is how to go paperless without losing anything, and how to actually find what you need afterwards.

Your insurance company calls about a claim. You have five minutes to find the policy number.
When the adjuster calls, 'I know I have it somewhere' is not fast enough. Here is how to be ready.

Tax season shouldn't mean tearing apart the house for last year's notice of assessment
Stop the annual pre-deadline document hunt. Upload your tax folder once, then ask Archevi where anything is.

When someone passes away, 'where's the paperwork?' shouldn't be the hardest question
A practical guide to organising the 8 essential document categories every Canadian family needs accessible, before it is too late.

How to Organize Your Family's Tax Documents in Canada
Tax season does not have to mean digging through filing cabinets. Here is a practical checklist of every document Canadian families need, where to find them, and how to stop losing them.

5 Documents You Should Never Upload to ChatGPT
ChatGPT is useful for understanding documents, but some files carry risks most people never consider. These five types of family documents should never touch a US-based AI service.

After Skiff: What Privacy-First Document Users Still Cannot Find
When Notion acquired Skiff, two million privacy-first users lost their workspace. Proton replaced the email. Nobody replaced the document intelligence. Here is what that gap looks like, and how Archevi fills it.

Archevi vs. ChatGPT Projects: Which Is Better for Family Documents?
ChatGPT Projects lets you organize files with custom AI instructions. But is a general-purpose AI tool the right place for your family's wills, insurance policies, and medical records? We compare the two approaches.

Family Vault vs. Family Archive: Why Current Documents Need a Different Tool
Ancestry just launched AI document transcription for historical papers. That is great for genealogy. But your insurance policy expiring next month needs a different kind of tool.

Archevi vs. Google Drive: Why Families Need More Than Storage
Google just repositioned Drive as an 'active knowledge base with AI search.' Here is why storing your family's wills, insurance policies, and medical records in Google Drive still falls short.

Family Document Organisation: A Practical Guide for Canadian Families
Most families think their documents are organised. Then someone needs to find an insurance policy at 9 PM on a Sunday. Here's how to fix that in less than a week.

Your First 5 Minutes with Archevi
A quick walkthrough: create your vault, upload a document, ask your first question, check the citation, and invite a family member. Five steps, five minutes.

Why Every Family Needs a Document Checklist (And How to Get Started)
If you needed your marriage certificate or home insurance policy right now, could you find it in five minutes? Most families can't. Here's a practical checklist covering nine essential categories.
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