[edoceo]

My experience estate planning is that there are a lot of sensitive details in the documents. The tried a true method is the estate planning binder. Typically there is a worksheet to guide with the collection of information and then trusted parties review and find the missing details and then also work through the complex planning part. LLMs have, this far, not been good at that.

In the last 20 that I've done the biggest hurdle has been sitting down to do the work. A smarter worksheet doesn't solve the human problem of: "I'll get to this later".

Another critical part this doesn't handle is having a trusted party to help during the shit storm. Your estate lawyer and/or executor provide more than organized data.

[sbrown12]

We definitely do not intend to replace estate lawyers or executors who create these documents and manage their execution. Our goal is just make it easier to gather all the critical documents, contacts, bills, etc...and share clear instructions for what to do when so families know what exists and what next steps are during a stressful time.

[edoceo]

Yea, I hear you on that. The point is that the answer is known and folk don't do it anyway - like "eat more vegetables". It's an awareness and action problem. There are dozens of tools exactly like this. Many are designed by someone dealing with it the first time (maybe this is another case). And they solve the easiest part of the shit situation. This component and all the other harder ones would be sorted by a planner. But ALSO, this easy part could have been solved if anyone in the family took initiative - and they don't. When you have this problem it's already too late.

This product is literally a free document one could download and write on.

If folk aren't doing that, why would they use a new shiny (unproven) tool that cost money?

[fragmede]

Because it's shiney and new and costs money? It's like paying for a gym membership. Because it costs money incentivizes you to use the membership.