The Planning Companion is an interactive workbook and AI assistant that helps you apply the Arvéla guides to your own situation. Everything stays on your device. Nothing is stored on our servers. You are in control.
The Companion is in build. The free scenario modeller is live now. A taste of how the full tool will work. Join the waitlist below to be among the first to know when the Companion launches.
The Companion is built around a simple idea: you have already bought the guide. You should be able to ask it questions about your life, not just read it as a general reference.
Most AI tools send your data to the cloud and hope for the best. The Companion works differently. Your estate planning data is sensitive. We designed the system so that it never needs to leave your device.
When you ask a question, the Companion sends three things to generate a response: the relevant section of your guide (your published Arvéla content), a summary of your situation (asset types and approximate values, with no names or identifying details), and your question. That is all. No names. No addresses. No account numbers.
You see exactly what is shared before every session. You can skip the summary entirely and ask generic questions. You are always in control.
The Companion works with whatever guides you have uploaded. Start with one. Add more as your situation develops. The more guides in your library, the more your assistant can help with.
A small status indicator shows how many guides are active. A library drawer lets you see what is loaded, upload new guides, or remove ones you no longer need. The interface stays clean however many guides you own.
When all four planning guides are loaded, the scenario modelling tool unlocks automatically. No codes, no activation keys. Your uploads are your access.
The AI assistant helps you understand the guide content in the context of your own situation. It explains concepts, illustrates with examples, draws connections between topics, and flags where a professional conversation would add value.
It does not give legal advice. It does not tell you what to do. It does not make assertions about your specific legal position. When a question goes beyond what the guide covers, it says so clearly and offers a route to professional help, with the price and a booking link. No pressure. Just information.
Based on the guide content, a situation with a property held as joint tenants and an estate above the RNRB taper threshold would typically benefit from exploring the tenants in common structure described in Chapter 5.
Every response ends with a reminder: This is based on the Arvéla guide content and the information you have provided. It is not legal advice.
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Be among the first to know when the Companion launches
No marketing, no spam. We'll email you once when the Companion is ready. The launch waitlist also gets first access to the founding-cohort offer.
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