Estate operations platform

Estate administration, guided every step of the way.

Iluuna turns the paperwork, due dates, and decisions of estate administration into a guided checklist your whole family can follow — organize documents, complete tasks, and collaborate, together in one calm place.

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Bank-level security · Offered through your funeral home · No legal jargon
app.iluuna.com / overview
The Avery estate
Overview
Tasks
Documents
Family
Messages
Welcome back, Jordan
Estate progress
62%18 of 29 tasks complete
Locate and file the original will
Notify Social Security
Open the estate bank account
Gather account statements
Offered by funeral homes families trustAldercrestRosewood CareMeridian HomesStillwaterBeacon Family
Built on trust

A calmer handoff, from the very first day.

Iluuna is offered through your funeral home — so families begin guided, not guessing.

< 1 min

Funeral homes set up a workspace

In under a minute, a home creates a private Iluuna workspace for the family — no software to install.

Step by step

Executors receive personalized guidance

Each estate gets its own action plan, in order, with plain-language help at every step.

One place

Families stay organized and informed

Everyone sees the same tasks, documents, and progress — so nothing falls through the cracks.

The problem today

Most families leave with a binder and a brave face.

Estate administration is overwhelming, fragmented, and hard to coordinate — and it lands during the hardest weeks of someone's life.

A printed checklist and a binder of forms, with no idea what comes first.
Deadlines and accounts scattered across email, drawers, and memory.
Relatives, attorneys, and accountants all working from different pages.
No way to see what's done, what's left, or who's handling what.
Estate to-do — handwritten
Call the bank?
Find the will — which drawer?
Social Security — who do we call
Taxes?? ask the accountant
Insurance policy — Aunt Ruth has it
Where do we even start?
What Iluuna does

Everything an estate needs, in one calm place.

Iluuna brings the tasks, documents, people, and guidance of settling an estate into a single, guided workspace.

Personalized action plans

Iluuna builds the right list of tasks for this estate — in order, with plain-language guidance for each step.

Document vault

Wills, statements, certificates, and forms — uploaded once, organized automatically, shared only with the right people.

Task management

Assign tasks, set due dates, and check them off. Everyone knows what's theirs and what's next.

Family collaboration

Invite family, the attorney, and the accountant. One shared view means nothing falls through the cracks.

Progress tracking

A clear progress view shows what's done, in motion, and next — so the work feels finite and manageable.

AI-powered guidance

Iluuna's assistant explains what each task means, what's needed, and what typically comes next — without the legalese.

Inside Iluuna

A workspace that does the organizing for you.

Take a look at the surfaces families use every day to move an estate forward, together.

app.iluuna.com / overview
The Avery estate
Overview
Tasks
Documents
Family
Timeline
Welcome back, Jordan
Here's where the estate stands.
62%18 of 29 tasks complete · about 4 weeks remaining
Up next
Open the estate bank accountIn progressJA
Gather the last three account statementsTo doMA
File the final income tax returnTo doRT

See exactly where the estate stands.

One progress view shows what's done, what's in motion, and what's next — so the work always feels finite.

How it works

From overwhelming to one step at a time.

1

Funeral home creates the workspace

After the service, your funeral home sets up a private Iluuna workspace for the family — in under a minute.

2

Executor activates the account

The executor receives a secure invitation, confirms a few details, and steps into a workspace already set up for them.

3

Iluuna generates the action plan

Based on the estate, Iluuna builds a personalized, ordered checklist — with plain-language guidance for every task.

4

Family collaborates and tracks progress

Invite relatives and advisors, share documents, and watch progress add up until the estate is settled.

For funeral homes

Modern aftercare that families remember.

Give every family a guided digital experience instead of a paper checklist. Iluuna extends your care beyond the service, strengthens referrals, and sets your home apart — with no added work for your staff.

View pricing
1 in 3estates stall on paperwork in the first month
~6 weeksto the essentials, guided — instead of months adrift
Zeroextra steps for your staff to offer it
Security & privacy

Built for sensitive information from day one.

Estate administration involves wills, financial accounts, and private family details. Iluuna is designed to handle all of it with care.

Encrypted document vault

Every document is encrypted at rest and in transit. Files are accessible only to people you invite.

Role-based permissions

Executors, family members, attorneys, and advisors each have appropriate access — nothing more.

Activity tracking

Every action in an estate workspace is logged with a timestamp and the user who took it.

Privacy-focused design

Estate data is never used for advertising. We collect only what we need to run the platform.

Pricing

Simple plans for every funeral home.

Start with a 30-day free trial. Scale as your families grow — no setup fees, no long-term contracts.

Starter

$49/month

or $490/year · Save $98 (2 months free)

For small funeral homes getting started with digital aftercare.

  • 10 Active Estates
  • Family Workspaces
  • Document Vault
  • Task Management
  • Collaboration Tools
  • 30-Day Free Trial
Start free trial

Growth

$299/month

or $2,990/year · Save $598 (2 months free)

For high-volume funeral homes.

  • Unlimited Active Estates
  • White Label Branding
  • Advanced Reporting
  • Priority Support
  • 30-Day Free Trial
Start free trial
In their words

Trusted by the people who guide families.

Families used to leave with a binder and a hundred questions. Now they leave with Iluuna — and they come back to thank us for it.
DA
Daniel Aldercrest
Owner, Aldercrest Funeral Home
I was the executor for my mother's estate and had no idea where to start. Iluuna gave me the next step, every morning, until it was done.
MR
Maya R.
Daughter and executor
The operating system for estate administration

Help families navigate what comes next.

See how Iluuna helps your families move through estate administration with clarity, confidence, and care.

Bank-level security · Set up in under a minute · No legal jargon