FreeWill: Asset Inventory

A Will is a device that aids in the communication between generations. While the MVP release of the Will tool helped users complete the legal requirements for a Will, it left out the conversation around assets and debts. Will maker often wants to reduce the stress for their loved ones during an emotional time and provide transparency into their property. This is where the asset inventory comes in.

Process Case Study

Key factors

User needs

Reduce the number of offline estate planning tasks and provide a higher quality estate packet.

Business needs

Increase the accuracy and validity of potential donations and donors.

Infrastructure needs

Consolidate and expand the various asset tables.

Educate and automate

We took extra care when introducing legal concepts, providing context to help new users understand how it impacts their Will-making process and automatically grouped assets based on key criteria to reduce the unnecessary uncertainty technology is meant to help.

Light side, dark side

Debt is equally as important as a person's assets. When users add assets such as homes or vehicles with remaining loan, we make a note of it to kick start the next step.

Packaging it all up

After users download their Will, they'll also receive a list of assets and debts to aid their loved ones and representatives.

The team

Product Manager

Leena Moiz

Engineers

Juvaria Shahid, Kelsey Duncan, Michael Huang, Schyler Hosler, Tori Manchen

Internal Council

Allison Lee

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