Creating a Legally valid Will is essential especially if you’re based out of US. On one side, hiring Legal Advisors & then having them to make any further updates is going to be too costly for the masses; at the other hand it’s important to choose the right tool that provides a legally valid document & factoring in the required details / clauses.
Trully Will Design project was done by Surgyy Design Labs, and the below case study highlights key aspects & objectives of the work process.
Objectives
- Providing an engaging yet detailed Question Answering UX.
- Having a seamless onboarding to checkout experience for direct usage.
- Providing as many information blurb required for people to self learn & complete without seeking consultation
Branding & Research
As we finalized the main objectives or Product Goals. We then moved onto performing secondary Research and collecting various concepts & ideas.
Sharing the excerpt on the brand identity:
Brand Overview:
The brand looks to provide a quick & hassle free solution for average individuals to create their will.
In the US, creating a Will is important for the hassle free inheritance of assets to decendents. Without a Will it becomes a legal process. At the same time, lawyers can be expensive to hire, DIY solutions for Wills is in demand.
Think – About the wellbeing of their families / decedents
Feel – seamless, hassle free, reliable, legal wisdom
Do – Start learning about Wills, & start creating your will. To lift of a burden of responsibility from your shoulders.
What customers value?
“I enjoyed the education process of establishing my own trust and then executing on it.”
“It felt like a load off my shoulders to tell the truth.”
“I was able to create a will from the comfort of my own home. My mind is at ease.”
Target audience:
30 – 40 year old, Middle Aged individuals, Children of senior citizens
Messages:
- Secure Wellbeing – of your family / decedents
- Trust – We provide authentic online service
- Get to Learn more about Wills, Educate yourself
- New Technology – Simple & Usable Tech
Keywords:
- Wellbeing
- Trust
- Secure
- Educate
Brand Identity – by Surgyy Design Labs
Logo Light & dark
UX Research & Design
Coming to the User Experience Design of the Dashboard, Website & the onboarding Experience:
Customer Problem Statement
How User can set up their will in few minutes.
- Answer a few questions: The user can Tell a thing or two about them, and what they want to do with their estate. We’ll guide them at every step of the way.
- Submit for review: Team of attorneys will review the state-specific Will generated using the answers from their submission. They will ensure the Will is clear and error-free.
- Sign & notarize: Now user have their Will they can download it, follow the instructions to finalize it and then it finally done! Now the user have comprehensive, legally valid and state-specific Will
User Journey Map
Website Concise Hero Approach
Dashboard & Onboarding – Take a Look
To Know more about we can come-up with similar results for your products feel free to reach out to the Surgyy Design Labs team!
