Whether you're lending to your kids, running a family trust, or selling your life's work to people you know, PaperItUp keeps the documents, payments and deadlines in one place: the rules before you sign, one record both sides trust, and your CPA's paperwork ready every year.
Check the rate against the IRS minimum, set up the payment schedule, have both sides confirm every payment, and get matching year-end interest statements.
GRAT annuities, Crummey notices, note payments to grantor trusts and gift logs kept on schedule, confirmed, and packaged for your CPA every year.
Sell to family, employees or a friendly buyer and carry the note. Payments confirmed by both sides, covenants on a calendar, and year-end tax schedules for your CPA.
For families, family offices and multi-family offices who like to stay involved: every loan, trust and business note in one record, current and historical, with a person reviewing what matters.
From about $5,000 a year per family. Family-office pricing on request.
Join the Private waitlistThe rules, the IRS minimum rate and a checklist in plain English before anyone signs. AI reads your documents, and a person checks every number.
Both sides see one record and confirm every payment and deadline, with reminders before each one. No one has to be the bad guy.
Tax season, a refinance, a payoff or an estate: the paperwork is already done, and your attorney and CPA can see it.
What we never do: hold your money, replace your attorney or CPA, or sell your data. Questions? A real person answers at help@paperitup.com.
Tell us what you're keeping track of, and we'll email you as soon as setup opens.
Plain-English answers for families, trustees and business owners, checked against IRS sources.
If someone in the family is lending money for a home or land, or you sold property and are carrying the note, start with PaperItUp for Real Estate. If your family has irrevocable trusts such as a GRAT, ILIT or SLAT, start with PaperItUp for Trusts. If you're selling your business and carrying part of the price as a note, start with PaperItUp for Business Sales. Not sure? Tell us below and we'll help you choose.
No. Payments go directly between family members, or from the trust's own account. We remind, record, and document; we never take custody of funds.
No. Your attorney drafts the note or the trust, and your tax preparer files the returns. We keep the schedule and the record, and make their jobs easier.
Yes. You can give them read-only access, so they see exactly what you see.
Today we hold only your waitlist details. When setup opens, records are encrypted in transit and at rest, visible only to the people you invite, protected by two-step sign-in, and every view and change is logged. We never sell your data or let AI learn from your documents. How we protect your records