The product, in detail
What Regorus does with the dossier.
Seven capabilities, one page each, with the scope of every one and what the practice has to do to get started.
Collection
Heir portal
Each heir uploads documents behind a personal link, sets aside what does not apply to them, and sees only what the practice has published.
ReadVigilance
Consistency checks
Duplicates, diverging names, a changed account number, a mortgage entry with no matching debt: Regorus flags what deserves a second look. You decide.
ReadOversight
Dossier progress
5 phases, 60 milestones, and a filing deadline computed from date to date, with its calculation sheet. Uploading a document ticks the matching milestone.
ReadPeople
Devolution and people
Ten kinds of relationship, four capacities under a will, legal entities: every beneficiary is qualified, and statutory devolution is proposed to you.
ReadEstate
Estate consolidation
Every document received updates the totals, and the entries on a mortgage register are compared with the debts already recorded.
ReadDocuments
Filing and export
Each document files itself according to what it is, and the dossier's ZIP gives you back the same folders, under the same names.
ReadCorrespondence
Requests to institutions
Email from your own Outlook mailbox, postal mail, online forms, phone calls. Regorus handles all four.
Read
Seven capabilities, one single chain
An estate is not settled one function at a time. These seven pages describe a single movement, which starts with the people and ends on an archive you can hand over.
The sequence of a dossier
- 01The peoplewho inherits, and on what basis
- 02What to gather5 phases, 60 items
- 03The requeststo banks, insurers and pension funds
- 04The estate valueassets, debts, dated history
- 05The filed dossierand its archive to hand over
And two things that run throughout
Three rules that hold across the product
They are not settings: they are written into the code, and they explain most of the choices described in these pages.
- 01The software proposes, the practice decides
- A devolution, an amount read from a document, a letter ready to go: everything reaches the screen as a proposal to validate, never as a done deal. No check blocks an action, and no extraction overwrites a value you corrected.
- 02Nothing leaves the dossier without a move from the practice
- A letter to an institution, a message to an heir, an amount published in the heir portal, an archive downloaded: each waits for your click. We flag what is due and we draft the content; you are the one who sends it.
- 03Every proposal shows where it came from
- An amount is shown with the document that carries it, a devolution with the deeds it rests on, a person with the passage that names them, an institution's contact details with the date they were last checked. A proposal without a source cannot be checked, so it cannot be validated.
Frequently asked questions
Does Regorus replace our deed-drafting software?
No, and it does not aim to. Your deed-drafting software remains the tool for the deed itself. Regorus takes on the work that comes before: gathering the documents, writing to institutions, consolidating assets and debts, tracking deadlines. The two complement each other.
Is Regorus useful for anything other than estates?
No, and that is a deliberate choice. The whole product is designed for settling an estate: the phases of a dossier, devolution, the estate value, the article 641 deadline. A general-purpose tool could not know the filing deadline or the estate departments of French banks.
What has to be configured before the first dossier?
Nothing mandatory. The standard filing, the plan and the checks apply from the first dossier. Two optional settings are done once for the whole practice: the labels of your tree, and the way you name your files.
Is dossier data used to train an AI?
No, never without the practice's explicit consent. Analysis relies on a French AI hosted in Europe, data stays exclusively in France, walled off practice by practice, and every viewing is logged.