An example of the kind of build we do, not a client story. The persona is illustrative; the pain points are real in how this work actually runs.

Estate ledger for a first-time executor

Who

A woman in her 50s named executor of her late father's Ontario estate (a house, two bank accounts, a car, and three sibling beneficiaries), handling it for the first time alongside a full-time job.

The pain points

An Ontario executor is personally liable for the accounting, and beneficiaries can demand a formal passing of accounts. She is tracking assets, debts, estate expenses, estate administration tax, and interim distributions across three spreadsheets and an email folder, afraid of missing something a sibling will later question.

The estate lawyer quoted thousands to take over the bookkeeping. Budgeting apps have no concept of an estate, capital versus revenue, or distributions.

What we would build

A Windows estate ledger: she enters each asset, debt, expense, and distribution once, and the program maintains the running accounts in the format Ontario court accountings follow, printing a clean beneficiary-ready statement at any point.

Everything stays on her own computer.