What does an AI estate assistant do, and not do?

How does a family use an AI estate assistant?

A family uses it for the paper and the planning, and does the calling, signing and deciding itself. This is the order in which the parts of June's Help usually turn up, and each one can be skipped.

The June's Help AI assistant walk-through

1. Open the link emailed to the person who signed up, and answer three Yes, No or Not sure questions, or leave them for later.
2. Look at the plan of Texas steps, and at Today for what is next.
3. Photograph a letter with a phone, or send it by email, and read the page June sends back.
4. Check each quote and date on that page against the original letter.
5. Mark a step or a date done as it is done, and undo it if needed.
6. Add bills and spending to the list, and say who paid.
7. Open the official places to look for money, and mark where each one stands.
8. Use "tell everyone" to open a plain letter for a company on the list, then read it and send it by hand.
9. With the assistant plan, add a family seat, an extra, so a relative who lives in Texas can read along.
10. Export the file as one web page, or remove it with Delete my data.

See also: How June's Help works: your AI estate assistant, What goes on a checklist for settling an estate?

What does an AI estate assistant do?

An AI estate assistant does the reading and the remembering. In June's Help that comes down to these built parts:

• Reads a letter from a bank, a life insurer, a pension or Social Security in plain words, quoting the letter's own lines and listing the dates printed on it.
• Gives a letter of another kind the sender, its printed dates and a line saying who can help.
• Shows a plan of Texas steps and a Today page, with steps and dates the family marks done.
• With the assistant plan, emails a reminder before a due date that a letter prints, and a weekly check-in.
• Keeps a bills and spending list the family adds to, with who paid, totals and a CSV export.
• Lists official places to look for money, which the family opens and marks.
• Keeps a list of who has been told, for banks, credit card companies, utilities, phone and internet providers, pensions, Social Security, the motor vehicle office and the credit bureaus, with a plain letter to read and send for each.
• Offers family seats as an extra with the assistant plan, plus an export of the file and Delete my data.

See also: Which accounts do I cancel after a death?

What does an AI estate assistant not do?

June's Help gives no legal advice, and it sends no letter or notice to a company or an office for the family. June doesn't replace your lawyer. She keeps your letters and dates ready to show one.

These are the things the family still does, or asks someone else to do:

• Gives no advice on what to pay or what to do, and does not explain the law or a court step.
• Sends no letter or notice to a company or an office, and makes no calls.
• Does not open the official pages for the family; the family opens them and marks the results.
• Does not work out a date that a letter does not print.
• Does not keep medical bills or records, which are turned away.
• Does not say whether a letter is real.
• Is an AI, not a person: the family makes every decision.

See also: How do I keep a call log for an estate?

What should a family ask before choosing an estate organizer app?

Any estate organizer app can be compared with the same few questions, and the answers show whether it suits the family. Ask them of June's Help too. The list at the end of this page has them in short form.

Where do the original letters live, and who can open them? Can a helper read along without changing anything? What does the app say it does with a name or an account number before an AI sees a letter? What leaves with the family, and how does a family take the file out or have everything removed? Writing the answers next to each app's name makes the choice plain.

See also: How June's Help works: your AI estate assistant

Which app suits a family that wants to organize an estate?

No page can name the best app to organize an estate for every family, so this one lists the facts and leaves the choice to the family. June's Help is a website that works in a phone's browser, with nothing to install.

A family that wants an AI estate assistant for Texas, with plain-word readings, a plan to tick off and a file it can export, finds those here. A family that wants something else, such as legal advice, should ask a lawyer. TexasLawHelp and the Texas courts' self-help pages are the places to start looking.

How does an AI estate assistant treat personal details?

Our code (not AI) hides the names you gave us, addresses, and account and ID numbers before June reads a letter. It can miss a name it doesn't know, like a sibling's, or a very short number.

Only the person who signed up can open the original letters. A seat holder reads the letters as June read them, but not the originals. Delete my data removes the file, and a few payment, refund and legal records stay.

See also: How June's Help works: your AI estate assistant