Client experience
Start with what clients already have. Turn it into progress.
Your firm invites the household and can provide a head start with documents already on file. Clients add their own information, review what Josda identifies and work through guided tasks at their own pace. The result is a clearer estate picture, better advisor conversations and practical information families can use.
Josda Planning, as the household sees it after accepting their firm’s invitation.
01 · The invitation
A useful starting point, before the first task.
Your firm invites the household and can preload estate documents and statements it already holds. Clients open Josda to a picture that has begun, then add what only they know.
From there the firm can check progress and review what emerges. Clients work on their own, with a spouse or trusted person, or alongside their advisor, whichever suits the household.
02 · Information from both sides
Bring the estate into view.
A full accounting of a household’s assets, obligations and relationships is very hard to reconstruct after a death. Gathering it now, from records and accounts that already exist, gives the family something far more valuable than memory.
From the firm
Existing estate documents and statements, preloaded as the client’s head start.
From the client
- Records. Upload wills, trusts, deeds, policies and statements from their own files.
- Linked accounts. Securely connect financial accounts so institutions, account details and balances join the picture.
- Transaction clues. Recurring payments point to subscriptions, utilities, insurance and other relationships a family would otherwise need to remember.
- Saved-account inventories. Import a list of digital accounts; imported passwords are stripped.
- Everything else. Add the remaining people, assets, obligations and notes directly.
03 · Focused review
Review what Josda finds. Fill the gaps that matter.
Josda identifies people, accounts and other estate information in the documents the household provides, with source context when it’s available. The client confirms or corrects each finding.
Linked accounts and manual entries join the same picture, so review time goes to the details that need a decision.
04 · Guided progress
A large subject, broken into manageable tasks.
Assets and debts, ownership and beneficiaries, device access, the location of original documents. Each area becomes focused tasks clients can finish in a sitting.
Prepare the access someone may eventually need.
Clients record their devices, where they’re kept and how a trusted person can begin, step by step, without writing a passcode into the page.
Help when a question comes up.
Clara, Josda’s assistant, explains an unfamiliar term, what a step is asking for and why it matters, so clients keep moving between advisor meetings.
Family Estate Guide · demonstration household
05 · Useful results
Information the advisor can review. Preparation the family can use.
- Family Estate Guide and estate inventory
- People, accounts, obligations and instructions, organized in one place.
- Document locator
- Where original documents are kept, as the household records them.
- Device-access preparation
- How a trusted person can begin with the household’s devices.
- Advisor follow-up
- Your firm reviews the results with the client and plans next conversations.
When the time comes, Josda Settlement guides the people responsible, with or without prior Planning. Explore Settlement
See the experience your clients would have.
A walkthrough of the client journey, from your firm’s invitation to the Family Estate Guide.