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.
Industry:
Construction
Region:
California, USA
Company Size:
500+ Employees
Engagement:
12 Months
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Outdated Slow Process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Outdated Slow Process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.
Simplifying the Estate Planning Journey
Registration and Verification
Guided Seven-Step Workflow
People & Estate Information Collection
Legal Directives and Logistics Management
Review and Checkout with Document Generation
Document Storage and Easy Access
Support Integration
Review and Checkout with Document Generation
Guided Seven-Step Workflow
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.
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.
EZ Living Trust set out to modernize estate planning by moving away from manual, paper-based workflows. Built for aging adults and working families, the platform guides users through legal processes with clarity and automation. The original system involved offline appointments, human dependency, and disconnected document handling. With growing demand, the model became hard to manage and scale. Our solution: a digitized platform that systemizes case tracking, streamlines notary assignment, and delivers real-time user visibility—cutting support costs and operational bottlenecks.
Managing multi-site construction projects with Excel, emails, and verbal updates had become inefficient and error-prone. Swivu Engineering needed a smarter system to track project status, assign tasks across departments, and monitor execution across all locations—without overcomplicating the daily operations for site workers. We designed a real-time project management platform that connects HQ and field teams through a browser-based control panel and a lightweight mobile app. The tool enables role-based collaboration, dynamic scheduling, async updates, and seamless sync across departments. Every task, timeline, and team is now connected with fewer bottlenecks and a lower margin for error.
Our client’s HR team faced rising volumes of internal queries on policies, benefits, and compliance—all requiring manual lookup and response. Employees lacked a direct way to get reliable answers without digging through PDFs or intranet links. We developed a custom HR chatbot powered by GPT-4o and Elasticsearch with vectorized semantic search. It understands employee intent, fetches relevant clauses, and auto-deflects repetitive queries. For complex cases, it triggers a live-agent handoff and logs the full transcript for review. Role-based access ensures responses are scoped and secure.
We developed an enterprise-grade AI assistant that detects urgency, resolves L1/L2 tickets, and fully integrates with ServiceNow and Ivanti.
