Josda

About Josda

Josda helps financial advisors guide clients and families through the practical side of estate planning and estate settlement — without becoming the attorney. Traditional estate planning often focuses on legal documents: wills, trusts, powers of attorney, beneficiary designations, and titling. Those documents matter. But they do not answer every practical question families face before death, during incapacity, or after death. Families still need to know where accounts are held. Which insurance policies exist. Where original documents are stored. How to access devices, email, cloud storage, tax records, employer benefits, household information, professional contacts, and other records that rarely make it into a traditional estate plan. Josda gives advisors a guided, client-facing workflow for collecting, organizing, and turning that information into useful family-facing outputs. The platform helps advisors deliver a more complete estate planning experience, uncover practical gaps, engage spouses and next-generation family members, and support families when settlement work begins. Josda is not legal document drafting software and not a static document vault. It is practical estate planning and settlement software for advisors who want to help clients prepare their families for what actually happens next.