Josda Planning · Estate organization software
A legal plan is essential. A usable plan takes more.
The people called to act need to know what exists, where to find it and how it transfers. Josda Planning helps your firm and your clients answer those questions during life, and turns the work into a guide the family can use.
The resultA Family Estate Guide built from the household’s own information.
From legal authority to practical ability
The documents say who may act. Planning prepares them to act.
Estate documents establish important instructions and authority. But they don’t tell a family which accounts exist, where the original signed will is kept, or how to access important devices. Josda Planning helps clients prepare those practical details during life.
Will & trustPower of attorneyHealthcare directive
Legal documents establish the plan. Practical information and access help a family carry it out.
How the work gets done
Start with what already exists. Review what Josda finds.
Your firm and your client each bring materials in. Josda extracts useful details from uploaded documents, with source context where it’s available, so clients review and confirm rather than fill in a blank form.
1Sources
- Documents already on fileFirm
- Statements, plans and estate documents your advisors preload for a head start.
- UploadsClient
- Wills, trusts, deeds, policies and statements from the client’s own records.
- Linked accounts & transaction cluesClient
- Balances and institutions arrive directly; recurring payments point to policies and services.
- Saved-account listsClient
- An exported list of logins becomes a digital account inventory, with passwords removed.
- Direct entryClient
- Anything else, added in a sentence or two where the gaps remain.
2Findings for review, with Clara alongside
The client confirms each detail, corrects anything that’s changed and completes what’s missing. Clara answers questions about the task at hand, in plain language.
Guided stages
Manageable progress, one stage at a time.
Clients review their legal documents, record where originals and important records are stored, and work through financial and digital details in manageable guided tasks. Every completed task adds something useful, long before the last item is done.
Your firm sets the pace
Advisor-led working sessions, collaborative progress or self-paced tasks.
Progress is visible
See where each household stands and where a conversation would help.
Help inside every task
Clara explains terms, choices and next steps for the task in front of the client.
What Planning produces
Information the family can use, reviewed with your firm.
The household’s work becomes organized, practical materials, and a clear basis for your next planning conversation.
- Family Estate Guide
- People, accounts, records and instructions, organized for the family.
- Document locator
- Where the signed will, trust documents, insurance policies and other important records are kept, or how to obtain them.
- Access instructions
- Practical steps for devices and important digital accounts.
- Advisor review
- A clearer agenda for the next estate conversation with your firm.
After a death
When the time comes, the family has a head start.
Josda Settlement is a separate guided product for the person handling the estate. Families can begin directly with Settlement, and the information and preparation from Planning give them a valuable start.
Explore Settlement
Make the estate plan usable for every household you serve.
See how Josda Planning works for your firm and your clients.