Software as a service (SAAS) services featuring software in the field of estate planning and settlement for estate planning, probate, settlement, trustee and succession services, automated action plans, upload and share documents, visualizations of connected account information, asset list generation, automated notices, automated service cancellations, automated opening of estate accounts, values and distributions, emotional check-ins, AI-generated assistant for these tasks, building tools with GPT, primarily for workflow and productivity improvements, co-generation of discovery of assets using GPT, all of the foregoing being in the field of estate planning and settlement services