An assistant that reads trust and estate documents against a firm-specific precedent library and routes anything ambiguous to a reviewer with the source passage attached.
EZ Living Trust Legal & Estate Planning
Building a Secure, Multi-Portal Legal Platform
A digital estate planning platform running end to end across three portals, simplifying legal documentation and improving transparency for every party to a trust.
Summarise this with
- Industry
- Legal / Estate Planning
- Region
- California, USA
- Company size
- 500+ employees
- Engagement
- 12 months
01 Drag to explore
The Client Journey, Screen by Screen
-
Review & checkout -
Document vault -
Support -
Registration & verification -
Seven-step questionnaire -
People & estate information -
Legal directives
02 Key results
Measured Outcomes After Launch
What changed once the whole estate planning journey lived in one place.
- 2 Hrs
- Time saved daily Faster scheduling and fewer bottlenecks
- 30%
- Fewer errors Live logs reduced repeat mistakes
- 25%
- Overhead drop Fewer admin loops and manual follow-ups
- 4X
- Reporting speed Auto dashboards synced instantly
03 The challenges
What Made Estate Planning Hard to Run
Three problems that turned a legal service into an administrative one.
-
Complexity of Legal Documentation
Managing various legal documents, like living trusts, powers of attorney, and health directives, can be overwhelming.
-
Fragmented Processes
Estate planning typically involves multiple steps scattered across different platforms or service providers.
-
Limited Transparency and Tracking
Clients and partners often struggle with tracking progress and knowing what actions are required at each stage.
04 solution was necessary
Streamlining Estate Planning With Efficient
We've worked with companies like yours, helping them deliver flawless estate planning while saving costs and earning client trust.
05 The journey
Simplifying the Estate Planning Journey
An all-in-one digital solution with an intuitive interface and step-by-step guidance, from first login to a filed set of documents.
-
Registration and Verification
Streamlined account setup and identity verification, so a client is through the door and verified before any legal work starts.
-
Guided Seven-Step Workflow
A structured process that keeps users on track throughout, with every stage stating what it needs and what happens next.
-
People & Estate Information Collection
Comprehensive data gathering for complete estate profiles, the people, the assets and the relationships between them.
-
Legal Directives and Logistics Management
Tools for managing powers of attorney, health directives, and the logistics that sit around them.
-
Review and Checkout with Document Generation
A final review stage with automated legal document creation, so the paperwork is produced from what was gathered rather than retyped.
-
Document Storage and Easy Access
A secure centralized repository for all estate planning documents, reachable by the people entitled to see them.
-
Support Integration
Built-in customer support functionality, so a stuck client gets help without leaving the journey.
06 Why it works
What Sets the Platform Apart
Three decisions that separate this from a folder of downloadable templates.
-
End-to-End Digital Solution
Covers every aspect of estate planning, from document creation to storage and support, all in one platform.
-
Multi-Role Platform
Tailored portals for clients, partners, and admins provide user-specific tools and insights, ensuring smooth interactions.
-
Guided & Transparent Process
The structured, step-by-step approach keeps users on track, with progress tracking and clear instructions at every stage.
07 Admin portal
Everything the Back Office Runs On
The twelve screens the team works from every day.
-
Dashboard
Overview of all active users, orders, and questionnaires.
-
Orders
Lists all completed and paid questionnaires.
-
Questionnaires
Displays clients' questionnaire progress for easy tracking.
-
Users
Manage client information and monitor their progress.
-
Partners
Approve or reject partner accounts and monitor their registration status.
-
Promo Codes
Allows creation and management of promo codes for client discounts.
-
Property
Includes property listing and search options to support client estate information.
-
Emails
Manages email communications, including reminders and client updates.
-
Email Templates
Standardizes communication by creating new or editing and saving reusable email templates.
-
Payments
Tracks and manages payments from clients.
-
Support
Provides a direct way to address and resolve client inquiries.
-
Account Administrator
Allows admins to invite, assign roles, and manage account administrators who can assist in handling client orders, updates, and support tasks.
08 Tech stack
Technology Behind the Build
A guided front end over a document pipeline that has to be right every time.
-
Frontend
- React UI framework
- Tailwind CSS Styling
- TypeScript Typed JavaScript
-
Backend
- Python Backend language
- Django Web framework
- Node.js Runtime
- Celery Async job queue
-
Data & Caching
- PostgreSQL Primary database
- Redis Cache and pub/sub
- WebSockets Live updates
-
Cloud & Delivery
- AWS Cloud hosting
- Azure Cloud hosting
- Kubernetes Orchestration
- GitHub Actions CI/CD
-
Automation & Integrations
- Zapier Automation
- n8n Workflow automation
- HubSpot CRM
- Salesforce CRM
- HighLevel Marketing ops
09 Why choose us
Why Teams Trust KoderTal
We build systems that stay simple on the surface and strong underneath, so adoption is easy and operations stay reliable.
Our team possesses deep expertise in AI and LLM technologies, delivering robust, scalable solutions tailored to meet diverse industry needs.
We offer AI and LLM solutions customized for various industries, addressing specific challenges and driving measurable outcomes for each sector.
Our AI development process is built on a proven methodology, ensuring consistent, high-quality results delivered on time and within budget.
With teams across multiple regions, we ensure global delivery of AI solutions, providing reliable, scalable results tailored to your business's unique requirements.
10 Client review
I'm impressed by KoderTal's responsiveness and clean codebase.
KoderTal's efforts have yielded a production-ready SaaS platform for custom content generation. The team does excellent work and saves the client six months of development work. Moreover, KoderTal has delivered on time and suggested ideas beyond the scope to enhance UX and save time on development.
Clutch 5.0
11 More work
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12 Book a call
Have a Document-Heavy Process Like This?
Tell us where the paperwork stalls today. We reply within one business day with a next step and the engineer who would run the work.
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- hello@kodertal.com
- Reply within 1 business day, 24/7 support once live