Software as a service (SAAS) services featuring software in the field of estate planning and settlement for estate planning, providing probate, settlement, trustee and succession services, generating automated action plans, uploading and sharing documents, providing visualizations of connected account information, generating asset lists, providing automated notices, providing automated service cancellations, providing automated opening of estate accounts, values and distributions, providing emotional check-ins, providing an artificial intelligence (AI)-generated assistant for these tasks, providing building tools with generative pre-trained transformer (GPT), primarily for workflow and productivity improvements, providing co-generation of discovery of assets using generative pre-trained transformer (GPT), all the foregoing being in the field of estate planning and settlement services
Computer and Scientific