Know what exists. Prepare access. Clarify how it transfers.
Estate planning doesn’t end with the documents.
The legal plan establishes authority and intent. Josda helps advisors and families handle the practical work around it, with two distinct products: Planning during life and Settlement after a death.
Settlement works independently. Prior Planning can provide a head start.
Built for advisory firms and the families they serve.
The work around the documents
A legal plan is essential.
A usable plan takes more.
And the practical readiness to act
Know what exists
After a death, families may struggle to identify every account, property, policy, debt and obligation. Josda helps assemble that picture before anyone has to reconstruct it.
Know where it is—and how to get in
Documents may sit in a home safe, an attorney’s office or a safe deposit box. Critical accounts may depend on a device or login. Josda helps record locations and prepare practical access instructions.
Understand how it transfers
Titling, survivorship, POD/TOD instructions and beneficiary designations shape how assets pass. Josda makes those arrangements visible for client confirmation and professional review.
Josda prepares the practical picture; the client’s attorney, CPA, advisor and institutions bring the professional judgment to act on it.
Planning / During life
Explore PlanningTurn scattered information
into practical preparation.
Start with what is already available. Review useful discoveries, fill important gaps and make progress one manageable task at a time.
A more complete estate picture.
Accounts, property, insurance, other assets, debts and obligations belong in the picture—not just the documents. Advisor-provided materials, client uploads, linked financial accounts and transaction-history clues help uncover useful information for clients to review.
The client experience
Family Estate Guide / Accounts and obligations
Planning / Documents & locations
Knowing it exists is not enough.
When someone needs the will, deed or policy, they need to know where to find it. Clients review their legal documents, record where originals are kept and prepare a practical document locator for other important records.
- Will & trust originals
- e.g. attorney’s office
- Deeds & titles
- e.g. safe deposit box
- Policies & records
- e.g. home fire safe
Planning / Bringing it together
Not another list of fields. Information people can use.
Reviewed information comes together in materials such as the Family Estate Guide—a clearer starting point for advisor and client review, and a head start for the family later.
Settlement / After a death
Explore SettlementKnow what comes next.
Understand how to do it.
Settling an estate involves unfamiliar responsibilities, and the right steps depend on the circumstances. Josda uses a structured, ten-phase process to identify the work that applies and provide practical guidance for getting it done.
No prior Josda Planning required. Preparation, when available, gives the family a head start.
Structure, with help in context
Understand the work.
Then work through it.
Establish authority. Locate information and institutions. Work through notifications, accounts, debts and benefits; then expenses, claims, distributions and closing tasks.
Contextual AI-assisted explanations help users understand practical steps while they work—not just read a generic checklist.
Guidance explains each step and decision, and highlights where an attorney, CPA or other professional can help.
The advisor opportunity
Your service.
A broader field of view.
Help clients prepare more of their estate, make practical work easier to complete, and turn what you learn into more substantive advice and opportunities to serve.
01
A better standard of service
A more complete estate picture brings accounts, ownership, beneficiaries, insurance, access and family needs into the conversation—not just documents on file.
02
More repeatable execution
Guided client tasks, useful outputs and visibility into household progress help the firm support practical estate work more consistently and efficiently.
03
Specific commercial opportunities
That broader picture can surface held-away assets and additional planning work, deepen family relationships and create opportunities to expand service capacity.
Planning & Settlement. One Josda platform.
Give families a better way to prepare—and a clearer way through settlement.
Explore how Josda Planning and Settlement work, from gathering estate information during life to navigating the responsibilities that follow a death.