A guided tour of how families and advisors use Byrdseye to keep their financial life organized, collaborative, and quietly secure.
Byrdseye is built privacy-first. Everything is encrypted on your device before it leaves it — so we never see it, and neither does anyone you haven't trusted.
The Estate Map turns scattered accounts into one quiet, interconnected view. See every entity, asset, and ownership relationship at a glance — visualized or as a list.
Every Byrdseye account gets a weighted Estate Health Score. Prioritized actions surface what to handle next — from your Will to insurance gaps — so nothing critical slips through.
Drop in wills, trusts, insurance policies, and tax records. Organized into smart folders, tagged by year or category, and accessible only to people you've granted explicit permission.
Add family, advisors, attorneys, and accountants. Grant view-only or editor permissions, tag each collaborator with their organization, and revoke access in one click — instantly.
