What can YEPPA do for you?
Gives you a big picture of what you need to know.
Tells you what solutions are right for you.
Identifies which providers are suitable for your needs.
Manages and monitors your elderhood plans for you.
Like a loyal companion, YEPPA is always by your side and guides you at every step of elderhood planning.
How does YEPPA work?
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1. Characterization
2. Personalization & Optimization
3. Management & Execution
YEPPA gathers some information about you to create a checklist of the key things that someone with your profile will typically need to do.
As YEPPA goes through more details of your intent and the problems that you want to solve, YEPPA will refine what you need, give you pointers to consider and suggest solution providers that optimize cost and suitability based on real market data. YEPPA then links you up to your preferred providers to get your problem sorted.
Once you are done with the providers, come back to YEPPA and YEPPA will help you coordinate suitable loved ones or external parties to have access to specific parts of your plans, notifies you when there are major changes that affect you or when it’s time to review your elderhood plans.
For people with intent but don’t know where to start and need help.
YEPPA anticipates your needs, offers personalized guidance, watches over your elderhood plans and ensures that you are prepared and supported during your elderhood.
There are 4 versions of YEPPA
Each version builds on top of the previous version to target audiences with different needs
01
Free Version
Help you find the right solutions and providers.
04
Enterprise Version
A customizable version for banks, insurers and other financial institutions to incorporate compliance, their own products and their specifications.
Features of YEPPA Premium Plan
Legacy & Elderhood Planning
1. Elderhood Plan Checklist and Guided Prompts
Streamline your elderhood planning process with YEPPA’s combined checklist and guided prompts. This integrated tool helps you navigate complex decisions by providing structured questions, insightful tips, and actionable guidance tailored to your unique needs. As you progress, YEPPA automatically generates a personalized checklist, ensuring every step is accounted for and every task is completed. This feature allows you to maintain a comprehensive view of your progress, giving you confidence and clarity in your elderhood journey.
2. Elderhood Cost Calculator (Coming Soon)
Understand the financial implications of your elderhood plans with YEPPA’s real-time Elderhood Cost Calculator. As you map out your goals, the calculator estimates the associated costs based on live pricing from the Immortalize Elderhood Marketplace. This tool ensures you have a clear understanding of what’s required, empowering you to make informed decisions without any guesswork.
3. Letter of Wishes (LOW) Creator (Coming Soon)
Simplify the creation of your Letter of Wishes (LOW) with YEPPA. LOWs are vital for ensuring your elderhood goals align with your preferences, but their scope can feel overwhelming. YEPPA’s structured and automated approach helps you craft detailed, customized LOWs, giving you peace of mind and clarity about your plans.
4. Schedule of Assets Creator
Easily organize and track your financial assets and liabilities with YEPPA’s Schedule of Assets Creator. This tool allows you to update your information on the go, ensuring your financial landscape remains clear and well-documented. It’s a simple and privacy-conscious way to stay on top of your resources.
5. Contact List
Easily share access to your elderhood plans with trusted family, friends and professionals. This feature allows you to keep everyone informed and ensures your plans can be managed holistically for the benefit of you and your loved ones.
Legacy & Elderhood Management
1. Automated Prompts (Coming Soon)
Stay on top of your needs with YEPPA’s automated reminders. These prompts are designed to notify you about important milestones, updates, and periodic reviews of your elderhood plans.
Legacy & Elderhood Execution
1. Guidance for Executors, Donees, and Relevant Parties
In the event of unforeseen circumstances, YEPPA provides comprehensive assistance to your family and authorized people. We offer guidance on essential actions, key contacts, and cost optimization strategies to ensure the seamless implementation of your elderhood plans. This service ensures your loved ones are fully equipped to manage responsibilities with confidence and clarity.
2. Communication Assistance
YEPPA facilitates efficient and effective communication with financial institutions and other relevant entities. Our professional support ensures processes are streamlined, reducing stress and providing clarity during challenging times.
3. Notification Management
YEPPA ensures that updates and notifications are managed in a timely and professional manner. This service helps your loved ones stay informed and organized, minimizing delays and ensuring a smooth execution of your elderhood plans.
NOTE: Please note that YEPPA provides concierge-level guidance to empower you in your planning journey. However, YEPPA does not undertake direct legal filings, asset transfers, or any other activities that require formal execution. Instead, YEPPA focuses on equipping you and your loved ones with clarity, preparation, and actionable insights to make informed decisions.
The scope of services offered by Immortalize may evolve over time. Immortalize reserves the right to determine the services provided, ensuring they align with our mission to deliver exceptional support through automation.