Farewell AI Powered Estate Settlement Platform

Duration: 2023 - Present

Role: Senior Full-Stack Developer

Industry: End-of-life planning & Estate Settlement

Stage: Early-stage US startup

🏠 Core Planning Platform (Planafarewell.com)

Full-Stack React Application with Enterprise Security

• Secure Authentication & Account Management: Built comprehensive user flows with multi-factor authentication and role-based access control
• Dynamic Form System: Developed flexible form builder supporting complex estate planning workflows with real-time validation
• Mobile-First Design: Implemented responsive architecture ensuring seamless experience across all devices
• Backend Infrastructure: Node.js API layer with MongoDB integration for scalable data management
• AWS Integration: Leveraged AWS Lambda for serverless processing and cost-effective scaling

📊 Analytics Dashboard (Signals.planafarewell.com)

AI-Powered Lead Generation & Financial Intelligence Platform

• OpenAI Integration: Implemented legacy writing assistance and content generation using GPT models
• Financial Data Processing: Integrated Plaid APIs for secure bank account linking and financial asset discovery
• Advanced Analytics: Built comprehensive dashboard showing lead conversion metrics and user engagement patterns
• Document Generation: Developed e-signature enabled PDF generation system for legal document workflows
• Real-time Insights: Created interactive charts and reporting tools for business intelligence

🔍 Asset Discovery Platform (Find-account.planafarewell.com)

Secure Financial Asset Detection System

• Supabase Architecture: Implemented modern backend-as-a-service with PostgreSQL and real-time capabilities
• Experian API Integration: Built secure connection to credit reporting APIs for comprehensive asset discovery
• Privacy-First Design: Developed secure React UI patterns ensuring sensitive financial data protection
• Automated Workflows: Created background processes for continuous asset monitoring and updates

⚡ Performance & SEO Excellence

• Search Engine Optimization: Achieved 1st-page Google rankings for competitive funeral-related keywords across the US market
• Technical SEO: Implemented advanced on-page optimization, structured data, and Core Web Vitals improvements
• Analytics Integration: Set up comprehensive tracking with Google Search Console and custom analytics dashboards

🚀 DevOps & Infrastructure Management

Complete AWS Cloud Architecture

• VPC Configuration: Designed secure network architecture with proper subnet isolation and security groups
• IAM Management: Implemented least-privilege access controls and role-based permissions
• CI/CD Pipelines: Built GitLab-based automated deployment workflows with staging and production environments
• Monitoring & Observability: Integrated Sentry for real-time error tracking and performance monitoring
• Automated Deployments: Reduced deployment time by 80% through automated pipeline implementation

🔒 Compliance & Security

SOC 2 Compliance Implementation

• Security Best Practices: Established secure engineering practices and code review processes
• Access Controls: Managed GitLab permissions and VPC security configurations
• Automated Compliance Checks: Integrated Vanta for continuous compliance monitoring
• Audit Success: Contributed to successful external SOC 2 audit completion

🤖 AI & API Ecosystem

Multi-Platform Integration Architecture

• OpenAI GPT Integration: Implemented GPT-3 and GPT-4 APIs for content generation and user assistance
• Communication Systems: Integrated Twilio SMS for automated notifications and user engagement
• Financial Services: Built secure Plaid integration for bank account verification and asset detection
• Document Processing: Developed PDF generation engines for legal documents and reports

🔄 Workflow Automation

n8n-Powered Internal Operations

• Business Process Automation: Created workflows for lead processing, customer onboarding, and data synchronization
• CMS Integration: Built custom Retool applications for content management and administrative tasks
• Cross-functional Collaboration: Enabled non-technical team members to manage content and workflows independently

👥 Stakeholder Collaboration

Direct Founder Partnership

• Product Strategy: Collaborated on technical roadmap and architecture decisions with founding team
• UX Design Partnership: Worked closely with designers using Figma for pixel-perfect implementation
• Content Team Coordination: Enabled content writers and non-technical team members through intuitive CMS tools

📈 Business Impact & Growth

Measurable Outcomes

• SEO Performance: Achieved top Google rankings for high-competition keywords in the funeral industry
• System Reliability: Maintained 99.9%+ uptime across all platforms with proactive monitoring
• Compliance Achievement: Successfully passed SOC 2 audit, enabling enterprise client onboarding
• Development Velocity: Reduced feature delivery time by 60% through streamlined CI/CD processes

🎯 Advanced React Patterns

• Next.js Optimization: Implemented advanced SSR/SSG patterns for SEO and performance
• State Management: Built scalable Redux architecture for complex application state
• Component Library: Developed reusable Ant Design component system for consistent UI/UX

🗄️ Data Architecture

Modern Database & API Design

• MongoDB & PostgreSQL: Designed hybrid database architecture optimizing for different use cases
• Supabase Integration: Leveraged modern BaaS for rapid development and real-time features
• RESTful APIs: Built comprehensive API layer supporting multiple client applications
• Vector Databases: Implemented RAG (Retrieval-Augmented Generation) for enhanced AI responses

📱 User Experience Excellence

Mobile-First Development

• Responsive Design: Created seamless experiences across desktop, tablet, and mobile devices
• Progressive Web App: Implemented PWA features for offline capability and app-like experience
• Accessibility: Ensured WCAG compliance and inclusive design principles throughout platforms

Frontend: Next.js, React, TypeScript, Ant Design, Vite

Backend: Node.js, AWS Lambda, Supabase, MongoDB, PostgreSQL

Cloud Infrastructure: AWS (S3, CloudFormation, Route 53), Vercel, AWS Amplify

APIs & Services: OpenAI GPT-3/4, Plaid, Twilio, Experian

DevOps: GitLab CI/CD, Docker, AWS VPC, IAM

Monitoring: Sentry, Google Search Console

Automation: n8n, Retool

Compliance: Vanta, SOC 2

This ongoing project demonstrates our expertise in building compliant, AI-powered platforms that handle sensitive financial data while delivering exceptional user experiences. The multi-platform architecture and successful SEO performance showcase our ability to drive both technical excellence and business growth in highly regulated industries.