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.
![](https://cdn.myportfolio.com/7d492acd37176911484fb2f33adfa975/f80ef2c5-896e-4624-8c93-f06643fb1eed_rw_3840.png?h=9c0c199f5ea83eb387beebb96b2aff59)
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.
![](https://cdn.myportfolio.com/7d492acd37176911484fb2f33adfa975/b398e1c9-8e76-40e6-a04f-d11263a33394_rw_3840.png?h=1601df554401dd22591c1866c65fa289)
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.
![](https://cdn.myportfolio.com/7d492acd37176911484fb2f33adfa975/4023a76e-5f96-4d7f-9977-59574528ce6d_rw_3840.png?h=8308ad5e510ca62ec295d1744c191ab3)
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.
![](https://cdn.myportfolio.com/7d492acd37176911484fb2f33adfa975/1a693748-c3e1-459f-a49a-3372fb77c2af_rw_3840.png?h=a57f8dafe3aaca8c9584f4e5ff74dc28)
The team
Product Manager
Leena Moiz
Engineers
Juvaria Shahid, Kelsey Duncan, Michael Huang, Schyler Hosler, Tori Manchen
Internal Council
Allison Lee