Kodertal delivers production-ready AI solutions, from strategy to scale. We design, build, and integrate AI agents, LLMs, chatbots, and automation that fit your workflow, ship faster, and drive measurable business outcomes globally.
How we built an end-to-end digital estate planning solution that simplifies legal documentation, improves transparency, and reduces operational costs.
The client needed a modern digital platform to simplify estate planning for individuals, partners, and administrators. Traditional estate planning workflows were complex, fragmented, and heavily manual, creating confusion, delays, and costly errors.
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 progres and knowing what actions are required at each stage.
We’ve worked with companies like yours, helping them deliver flawless estate planning while saving costs and earning client trust.
02
Outdated Slow Process
03
Impact On Revenue
04
Save a lot of Money
We’ve worked with companies like yours, helping them deliver flawless estate planning while saving costs and earning client trust.
Outdated Slow Process
02
Impact On Revenue
03
Save a lot of Money
04
Our platform addresses the complexities of traditional estate planning through a comprehensive, all-in-one digital solution designed for clients, partners, and administrators. With an intuitive interface, step-by-step guidance, and powerful management tools, it simplifies the entire estate planning process while delivering a seamless and efficient user experience.
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
Dashboard
Overview of all active users, orders, and questionnaires.
Orders
Lists all completed & paid questionnaires
Questionnaires
Displays clients’ questionnaire progress for easy tracking.
Users
Manage client information and monitor their progress.
Partners
Approve or reject partner accounts & monitor their registration status.
Promo Codes
Allows creation & 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
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.
Kodertal and the team did an amazing and professional job on my project! they did exactly what I needed and more so anyone that is looking to have a project done the right way, adequately and professionally, Kodertal is the brand to go to!!! Thank you again and I will definitely be working with you guys again.
Andrei Johnson
Business Owner
Amazing work! SERP rankings have already started to improve since the changes were made. the Kodertal team's keyword research abilities are truly valuable. Highly recommended!
Alexander Grant
Marketing Lead
I am Ahamed from (WLS Group Australia) Kodertal team is extremely professional, deliver the work on time, help us to build the cloud computing, its so much easier to work with our team now. good job. Kodertal is highly recommended!
Ahmed
Product Owner
Working with Kodertal was a great experience. He was always available for discussions and urgent tasks, and his genuine enthusiasm for the project set him apart. What impressed me the most was his proactive approach-actively contributing and implementing valuable ideas that enriched the project.
Jahari Abdallah
Product Owner
I just completed my second project with Kodertal and the team. Each experience further cements my respect and admiration for them. Their exceptional professionalism shines through in every interaction. They've showcased unwavering dedication throughout both projects, consistently hard-working, diligent, and committed to the tasks. Their proactive approach to challenges and adherence to project specifications are meritorious. What truly sets Kodertal and his team apart is their collaborative spirit and genuine openness to discussions, continually streamlining the workflow. They are flexible in adapting to changes. As a repeat customer, I can wholeheartedly recommend them to anyone seeking a seasoned professional.
Pamela Hernandez
Founder
Great to work with Kodertal team. they were quick to respond and deliver excellent results with our project by going beyond our expectations. I hope to work with them again in near future.
Victoria Clarke
Project Sponsor
Projects Delivered
Full-Time Engineers
Years of Consistent Delivery
Technologies Mastered
Specialized team with 10+ years in machine learning and 5+ years in LLM development.
Specialized team with 10+ years in machine learning and 5+ years in LLM development.
Specialized team with 10+ years in machine learning and 5+ years in LLM development.
Specialized team with 10+ years in machine learning and 5+ years in LLM development.
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