# Design, Development, and Validation of an AI-enabled Legal Planning and Financial Management Training Solution for ADRD Caregivers

> **NIH NIH R44** · WHIPLASH TECHNOLOGY, INC. · 2022 · $903,624

## Abstract

PROJECT ABSTRACT
More than 16 million caregivers (‘family members or friends’) of people with Alzheimer’s disease and related
dementias (ADRD) face serious challenges in providing care. ADRD caregivers are frequently tasked with
substantial and overwhelming legal and financial planning, and they face increased financial risk and strain
as a result. Currently, there is no widely available web-based financial and legal training that can be
personalized to meet caregivers’ specific needs. During this Fast Track project, we will begin with a deep
discovery of legal planning and financial management needs of ADRD caregivers, conduct participatory co-
design sessions with diverse caregivers groups, create multimedia training solutions, design an AI-enabled
recommender system to match caregivers with the right training content, and then conduct rolling field trials
with a diverse groups of caregivers to confirm the feasibility, usability, and acceptability of our legal planning
and financial management training solution.
Looking ahead to Phase 3, we expect our solution will support financial stability through delivery of
personalized and actionable training for estate planning and financial management needs. We anticipate a
combination of B2B partnerships and B2C strategies will yield a sustainable revenue model for our caregiver
training solution.

## Key facts

- **NIH application ID:** 10691571
- **Project number:** 4R44AG074128-02
- **Recipient organization:** WHIPLASH TECHNOLOGY, INC.
- **Principal Investigator:** Christian Elliott
- **Activity code:** R44 (R01, R21, SBIR, etc.)
- **Funding institute:** NIH
- **Fiscal year:** 2022
- **Award amount:** $903,624
- **Award type:** 4N
- **Project period:** 2022-09-15 → 2024-08-31

## Primary source

NIH RePORTER: https://reporter.nih.gov/project-details/10691571

## Citation

> US National Institutes of Health, RePORTER application 10691571, Design, Development, and Validation of an AI-enabled Legal Planning and Financial Management Training Solution for ADRD Caregivers (4R44AG074128-02). Retrieved via AI Analytics 2026-05-22 from https://api.ai-analytics.org/grant/nih/10691571. Licensed CC0.

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