Settling an estate is hard enough without the guesswork. Today we’re launching Josda’s first release: a focused, practical set of tools that give you a clear task-by-task pathway, on-demand AI assistance, and simple ways to organize assets, debts, and distributions. The goal is simple: remove ambiguity, save you hours, and help you avoid expensive mistakes while you move the estate forward with confidence.
What’s in the launch
1) A guided, task-by-task pathway
Estate work is a sequence of decisions and filings—sometime-sensitive, some dependent on what came before. Josda lays out that path step-by-step. You’ll see exactly what to do now, what’s coming next, and why it matters. Each task includes plain-English instructions, links to supporting materials, and a quick way to capture notes or upload what’s needed so nothing slips through the cracks.
How it helps: no more wondering “Am I missing something?” The pathway keeps you oriented, reduces re-work, and ensures the early choices set you up for smoother steps later.
2) AI-assist: answers, instructions, and ready-to-send drafts
At every step you can ask questions in context (“Do I need Letters Testamentary for this bank?” “How do I notify this creditor?”) and get targeted guidance. Josda’s assistant also generates draft emails, letters, and checklists you can copy, edit, and send—so you spend less time wordsmithing and more time getting things done.
How it helps: quick clarity on unfamiliar terms,fewer back-and-forths with institutions, and professional-sounding communications you don’t have to build from scratch.
3) Assets & Debts: one organized home for the estate’s finances
Use the Assets & Debts section to record bank accounts, investment accounts, vehicles, real property, insurance, personal property,loans, credit cards, and more. Tie documents (statements, titles, deeds)directly to the relevant record so retrieval is effortless.
How it helps: a single source of truth makes later tasks—valuation, creditor notices, accounting, and distributions—faster andcleaner. When you update a record, the downstream tasks see it.
4) Distributions: define who gets what—clearly
Once the picture of the estate is in place, Josda helps yououtline intended distributions: which assets will be distributed, to whom, and on what basis. You can plan specific bequests (e.g., a vehicle to a named beneficiary) and organize remaining assets to be split according to thegoverning instrument and state rules.
How it helps: you see the plan before you execute it,surface conflicts early, and keep everyone aligned on “who gets what” withfewer surprises.
What your first day looks like
- Answer a few setup questions. Josda uses them to shape your pathway (e.g., whether probate is required, whether there’s a trust, whether the estate appears solvent).
- Start at the top. The pathway opens with immediate actions and time-sensitive items, then moves into notifications, inventory, claims, accounting, and—when you’re ready—distributions.
- Capture assets and debts as you go. Add items as they’re discovered; attach supporting documents to the record, not a random folder.
- Ask questions anytime. If an instruction isn’t clear, ask. If you need a letter or email, have the assistant draft it and tailor before sending.
- Build the distribution picture. As the inventory firms up, outline “who gets what,” resolve edge cases, and keep the plan consistent with governing documents and applicable rules.
Why this matters
Estate settlement consumes time for three reasons: the work is sequential, it’s paperwork-dense, and there are dependencies you can’t see until you’re in the thick of it. Josda addresses all three. Clear sequencing reduces uncertainty. Built-in guidance reduces research time. Centralized asset/debt data reduces re-entry and errors. Together, that adds up to hours saved, fewer missteps, and a calmer process for families at a difficult moment.
What’s next
Working to improve your experience with the product. We love to listen. As you share your initial experiences with the product, we’ll be working to add new features, and reduce friction in your experience, to continue reducing the amount of work it takes to settle an estate – while increasing the estate’s value at the end of the process.
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