Features

TurboTax exists for taxes— nothing existed for estates

AI-Powered Task Management

Josda builds a personalized, dynamic workflow for your estate.

As you make progress, tasks that don’t apply are removed and relevant ones are added, giving you a custom roadmap that updates as your estate evolves.

No more guesswork – just clear, guided steps

More Than a Chatbot – A Real Assistant

Josda’s AI Assistant isn’t just reactive – it’s proactive.

It helps you complete tasks, communicate with beneficiaries, and navigate the legal and administrative complexities of the estate settlement process.

Guidance and action, not just answers

Plan and Align on Distribution

From calculating shares to communicating outcomes.

Josda helps you develop and align on a distribution plan. Handle the emotional and logistical challenges of "who gets what" with clarity and support.

Reduce conflict. Create clarity

Total Estate Organization Made Simple

Josda keeps track of everything.

Assets, debts, transactions, reimbursements, and the right order of operations for settling the estate. Maintain proper records with ease, and stay confident that nothing is falling through the cracks.

Structured clarity when you need it most.

We’ll Walk You Through It -  Every Step of the Way

Try Josda risk-free. If it doesn’t save you time, you don’t pay. 
(Josda offers a 90 day money back guarantee).

Frequently asked questions

How is Josda different from a chatbot?

Josda is a workspace, not just a chatbot. Josda guides you, task by task, through the process of settling an estate with an embedded AI assistant right along side you, at each step, to quickly answer any of your questions. You weren't trained for this job, but with Josda, you'll have quick answers to all of your questions.

How does the task management adapt to my specific estate?

After a short intake, Josda tailors the path based on questions you answer about your loved one while do you the work of settling the estate. For example, information like whether or not they served in the U.S. military, or worked for a government agency, will expose (or not) future tasks related claiming specific benefits for veterans or government employees.

What computer, device or software do I need to run Josda?

Josda is built for larger screens so you can clearly see your progress, manage documents, and follow guided steps with confidence. To ensure the best experience, please use a modern laptop or tablet with an updated browser and a steady internet connection.

‍You can't use Josda on your phone—our process involves detailed tasks that are better suited to a full-size display.

Can I start with Josda if we're partway through settling the estate?

Absolutely. You can skip ahead in the workflow to a more appropriate phase for the work you need to accomplish.

How many executors or collaborators can access one estate?

At this time only one executor can access and administrate the estate per license. We do plan to add the ability for collaborators to work within a single estate in the future.

Is Josda a substitute for my lawyer or CPA?

No. While Josda is very helpful answering questions and guiding you through the process, often reducing the costs associated with professional services like those from a lawyer or CPA because you are more prepared for the word you do with them.

How does Josda handle privacy and security?

We follow industry standard practices, including encryption of data in transit and at rest. Access to your information is limited to you. Your data stays tied to your estate and workspace. We are not in the business of selling personal data.

Everything You Need to Settle an Estate, Powered by AI

Everything You Need to Settle an Estate, 
Powered by AI