A Guided Life-Planning Assistant for Estate Planning
Client
FeedingBird
Scope
Welcome
LET'S START
BUILDING YOUR
PLAN
WILL-CENTERED ESTATE PLAN
- Last Will and Testament
- List of Assets, Liabilities & Important Contacts
- Healthcare Directive
- Financial Power of Attorney
We'll guide you through it,
one section at a time.
FLIGHTPATH
Will Centered Estate Plan ›
My Personal Information
2-5 mins
YOUR LOVED ONES
My Family
10-15 min
Guardianship
10-15 min
YOUR ESTATE
My Assets
10-15 min
My Liabilities
10-15 min
Distribution
10-15 min
Plans for my body
10-15 min
YOUR PROTECTIONS
Financial POA
10-15 min
Healthcare Directive
10-15 min
Welcome
LET'S START
BUILDING YOUR
PLAN
WILL-CENTERED ESTATE PLAN
- Last Will and Testament
- List of Assets, Liabilities & Important Contacts
- Healthcare Directive
- Financial Power of Attorney
We'll guide you through it,
one section at a time.
LIFE-PLANNING SECTIONS
Always know where you're going
FAMILY · COMPLETE
Spouse · 4 children · 2 pets
Guided like a conversation,
one section at a time.
Estate planning is fundamentally broken for everyday users. Legal language is intimidating, traditional tools feel transactional, and existing platforms are form-heavy, cognitively exhausting, and offer no real guidance. Most people don't know what to include, how to structure a Will, or which decisions actually matter.
The deepest problem isn't the tool. It's how the people who need it actually behave. Adults aged 45 to 65 avoid starting, feel overwhelmed midway, skip critical sections, and fear making mistakes. They drop off not because the software fails, but because the experience overwhelms.
Insight. Will creation is not a form-filling task. It is an emotional and cognitive journey.
Clarity, Guidance, Completion. In that order.
Three pillars define every interaction decision in the system. Clarity makes the next step obvious. Guidance gives it shape. Completion catches anything that slips through.
01
Clarity
Simple language, one step at a time.
Replace legal jargon with plain English. Replace forms with one question at a time. Every input is a single decision, never a wall of fields.
02
Guidance
Structured flow with tips that surface when needed.
The Flightpath shows where you are, where you're going, and what's left. Knowledge tips appear inline, only when the question is load-bearing.
03
Completion
Checklist + progress visibility, by design.
Skipped questions don't disappear. They get caught in the Smart Checklist. Section-level progress meters keep momentum visible. Recovery, not pressure.
A storytelling-driven Will creation experience with a Smart Checklist that closes the loop
We replaced the form with a guided life-planning assistant. Five life-planning sections, one question at a time, and a recovery system that catches anything skipped.
Story-driven onboarding. A narrative-style introduction sets context before asking for input. Anxiety drops, onboarding completion rises.
The Flightpath. A central dashboard for Personal Information, Wills & Trusts, Financial Decisions, Healthcare Decisions, and Legacy & Messages. Section-level progress, time estimates, freedom to start anywhere.
Guided Input System. Scroll-based, one decision at a time. Voice or typing. 16-24pt body type, 44px+ tap targets, WCAG-AA contrast. Designed for users in their 50s and 60s.
Smart Checklist. The key innovation. Auto-detects skipped questions, surfaces them on a dedicated “Skipped” view, lets users tap to resume the exact moment they left.
Contextual Knowledge Tips. Legal context surfaces inline, only when load-bearing. Never as a wall of text.
Welcome
LET'S START
BUILDING YOUR
PLAN
WILL-CENTERED ESTATE PLAN
- Last Will and Testament
- List of Assets, Liabilities & Important Contacts
- Healthcare Directive
- Financial Power of Attorney
We'll guide you through it,
one section at a time.
Plain English. Four deliverables.
Dotted paper borders.
Step 1 · Onboarding
Story-driven, paper-craft, accessible by default.
The first screen frames Will creation as a plan you're building, not a form you're filling. Plain-English checklist, hand-drawn paper UI, large readable type.
Design decisions
- Plain English over legalese
- Hand-drawn paper cards, not data forms
- 16-24pt body type · 44px+ tap targets · WCAG-AA
Use ← / → arrow keys to navigate
Cost
of traditional law-firm-led estate plans
Speed
faster to first complete Will, vs DIY platforms
Completion
with the guided flow + Smart Checklist combined
Studied workflows, hesitation, and drop-off, not features
We mapped how users actually behave when faced with estate-planning tools. Form length, decision points, drop-off triggers. The insight: users don't fail because of tools. They fail because of overwhelm.
Treated reassurance as a first-class UX primitive
Fear of legal mistakes, decision fatigue, and avoidance behaviour aren't fixed by a better form. They're fixed by emotional reassurance: context before input, plain-language explanations, and the freedom to skip without penalty.
Defined the system around three pillars
Clarity (simple language, one-step inputs), Guidance (structured flow with knowledge tips), Completion (checklist + progress visibility). Every interaction was tested against these three, and rejected if it failed any of them.
Designed the journey end-to-end, then closed the loop
Onboard → Understand → Decide → Assign → Review → Complete. The Smart Checklist sits at the seam: it catches anything skipped, holds the user's place, and lets them resume the exact question. The journey only ends when nothing's left.
Let's talk about what's next
Tell us where you're headed and what's in the way.
You'll get a concrete take, not a sales pitch.
Connect
Couwed on LinkedIn