Help users plan funerals, close financial accounts, and file estate taxes. Provide guidance on prioritizing self-care and managing post-loss tasks. Offer step-by-step support for caregiving and family coordination.
by Prajna Technologies, Inc★ 5.010 ratingsProductivityFreeData updated 2026-09-06
Manage case details with a personalized overview and step-by-step guidance. Check eligibility and open cases quickly. Track case status and receive instant updates. Sync calendar events with phone calls and meetings.
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Track expenses and income in one place. Connect bank accounts and credit cards. Set limits and receive notifications. View spending patterns and adjust budgets accordingly. Create and manage multiple accounts.
Access care, track sessions, connect with providers
Access mental support, legal advice, financial guidance, and career services 24/7. Track wellbeing goals, connect with care providers, and manage records. Receive personalized resources for physical, mental, and financial wellness.
Create a digital of possessions by adding items via photos, videos, voice notes, and documents. Organize items into rooms or categories. Assign recipients and track transfers. Collaborate with others to manage transitions and estate planning.
Create and customize bread recipes with ingredient calculations and step-by-step guidance. Organize, edit, and share recipes. Access traditional and sourdough options. Track baking progress and store personal creations.
Pay property taxes with eBills, monitor account status, set up one-time or scheduled payments, and receive reminders for new statements or bills. Enroll for electronic billing and manage payments directly through the .
Plan meals with customizable recipes tailored to dietary needs and preferences. Add ingredients, generate shopping lists, and sync with grocery delivery services. Track progress toward health goals like weight loss or gut health.
Manage customer communications by responding to inbound messages and prioritizing inquiries. Access call data and messages. View live appointment updates. Track and manage customer interactions from a smartphone.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Monitor financial accounts in one . Lock and unlock credit and debit cards. Pay bills and transfer funds between institutions. Send money to contacts. Track spending and create budgets based on income, debt, and expenses.
Collaborative order platform for real estate attorneys. Share and store documents securely in the cloud. Schedule closings remotely. Encrypt and sync files across devices. Track order status and communicate with team members.