Document Storage Built for Elder Law and Estate Clients
Give clients a secure place to store the documents you help them create, and a way to make sure family can actually find them when it matters.
• Key Document Planning and Sharing • Easy Family Communication • Recommended Next Steps • Financial Resources • Aging Well Index • Document Vault • Benefits Finder • Care Stage Tracker • Family Loop • Consent-first Sharing • Ask EVO • 256-bit Encryption • No ads, ever
Completion by Category
Legal and decision making authority
4 of 5
Insurance and Benefits
3 of 4
Nursing Home
2 of 6
Live product
Legal authority, insurance, and estate documents with completion tracking.
Documents that stay easy to find
A hospital can pull a chart in seconds. It can’t pull a power of attorney. Families arrive at the worst moment without the documents you prepared: the health care power of attorney, the living will, the deed. The work you did carefully in March, a family may need them months later. CAEVO is where clients keep those documents once they’re signed, so they’re there when they’re needed.
Why Even Well-Drafted Documents Go Missing When Families Need Them Most
Execution is not the problem. Retrieval is. The gap between a signed document and a family that can use it is where confusion happens.
Nobody knows what exists.
The adult child doesn't know whether there's a healthcare proxy, or who holds it.
Nobody knows where it is.
In a safe deposit box, a binder in a closet, or your file, on a Saturday.
Nothing triggers a review.
A move, a diagnosis, a divorce - nothing tells the family it's time to call you back.
Estate Planning Document Management Software That Extends Your Work
Here’s what happens after partnering with CAEVO:
Engagement
Intake gets easier.
Clients arrive with documents already organized instead of half-remembered.
Signing
Folder gets built.
Executed documents are recorded in the client’s own folder, with the client controlling who sees each category.
Family Loop
The agent can actually act.
The named agent gets access when it’s needed, not after a search.
Ongoing
Plan against real numbers.
Moves and new diagnoses become visible, prompting a review call instead of a crisis.
What Your Practice Gains as an Elder Law Technology Partner
What clients get between appointments, and why they come back to you because of it:
Important Documents, with completion tracking.
The client sees at a glance what's missing, which is usually what brings them back to you.
Aging Well Team.
Every provider, insurer, pharmacy, and family contact in one exportable record.
Care Cost Estimator.
State-specific care cost ranges give a spend-down or long-term care conversation a number to work from, in the client's own state, before the planning window closes.
Care Stage Library.
Five stages across eleven conditions and all fifty-one US jurisdictions, so the legal questions change as the family's needs do.
Family Loop as a consent record.
Access is granted by the client, category by category, visible and reversible.
How to Bring CAEVO Into Your Practice
Three ways in, all of them light:
CAEVO does not provide legal advice and is not a substitute for counsel.
Model 1
Client Referral
Recommended at the signing appointment as the place the family keeps the work. No data flows to the firm.
Model 2
Included with the engagement.
The firm sponsors a subscription as part of an estate or elder law package, so the client leaves with the plan and the place to keep it.
Model 3
Community education.
Co-hosted seminars and workshops. CAEVO supplies the framework and materials; the firm supplies the legal expertise and the room.
CAEVO does not provide legal advice and is not a substitute for counsel.
Every Crossing is Logged
United States Infrastructure
Encrypted in transit and at rest
Row level Access Control
Family Loop Consent Gate
The Family Record
Documents, Medication, Decisions
Client Documents Stay With the Client
Access to a client’s documents is never automatic. It flows only through the permissions the client sets in the Family Loop, and the client can withdraw any of it at any time. Referring CAEVO isn’t a custodial or fiduciary responsibility for your firm; it’s a resource you point clients to that they own outright.
Let's Find The Version Of This That Fits Your Practice.
You already spend hours chasing documents and waiting on families to make decisions, and none of it makes it onto an invoice.
Tell us what you do and roughly how many clients bring you caregiving or aging questions. We’ll show you where CAEVO takes work off your desk and how a referral works.
Built from lived experience.
We watched people we love care for people they love, through cancer, dementia, and a fall that changed everything overnight. That is why CAEVO exists.
As we watched our own parents age, we saw something bigger than caregiving. They wanted to live their lives more fully, and their families wanted to support them through every chapter. Plan early, and it is a conversation around the kitchen table.
Lauren Howard & Jon Howard · Co-founders
What families are saying — on both sides of care
Frequently Asked Questions
Is CAEVO for caregivers or for people planning their own aging?
Both. Every account has both hubs, and you can add and switch between more than one family, like a spouse’s parents and your own.
Is CAEVO free?
To start, yes. Essentials is free, always, for one person. It includes both libraries and the everyday tools on each side, with no credit card required.
Is my family's information safe?
Yes. It’s encrypted with bank-level, 256-bit security and stored on US infrastructure, and the person aging controls what’s shared. See how we protect your data
Will I see everything about my parent?
No, you see what they choose to share. That’s on purpose. It keeps CAEVO from feeling like it’s watching anyone.
Can CAEVO find benefits I qualify for?
It shows you the programs in your state and county, like waivers, transportation, meals, respite, and legal aid, across all 50 states and DC.
My advisor, attorney, home care agency, or community offered me CAEVO. Do I pay?
If your organization covers it, you don’t need a paid plan. Check with them, or contact us to confirm before you sign up for anything.
Stay Informed
The Conversation Nobody Wants to Have With Their Parents (and How to Start It)
Most families wait for a crisis to talk about aging. Here’s how to open the conversation before you’re forced to — and what to actually ask.
Sandwich Generation, Meet Your New To-Do List
Managing your kids’ schedules and your parents’ care at the same time isn’t a time-management problem — it’s a coordination problem. Here’s what that actually looks like.
The Conversation Nobody Wants to Have With Their Parents (and How to Start It)
Most families wait for a crisis to talk about aging. Here’s how to open the conversation before you’re forced to — and what to actually ask.
The Conversation Nobody Wants to Have With Their Parents (and How to Start It)
Most families wait for a crisis to talk about aging. Here’s how to open the conversation before you’re forced to — and what to actually ask.
A family that talks about aging early has more time to enjoy it.
CAEVO gives you the tools to start that conversation this week.
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