Automated Estate Planning Platform with Deep Discovery Phase and Rapid MVP Deployment

The client is a nascent company seeking to unify and automate the estate planning process for individuals and families nationwide. Key challenges include transforming a conceptual idea into a market-ready product within constrained time and budget constraints, establishing reliable partnerships and investor confidence, reaching a broad US audience, creating an intuitive and accessible user experience, and automating personalized estate document generation based on varied state-specific requirements.

A startup aiming to streamline estate management and legal documentation processes across multiple states, offering customized estate planning tools.

• Develop a comprehensive discovery phase to clarify business goals, investigate app functionalities, and determine project scope.
• Design and build a minimum viable product (MVP) that showcases core features to early adopters and potential partners.
• Implement an editable questionnaire-driven interface to facilitate customization of estate documents per state-specific requirements.
• Enable secure, seamless payment integrations to support monetization and partner collaboration.
• Reduce development effort and costs by leveraging a combination of code-based and no-code solutions.
• Launch the MVP within a limited timeframe to validate market interest, gather user feedback, and inform further development.
• Support iterative improvements based on real user and partner feedback post-launch.

• Interactive questionnaire experience allowing users to input personal and estate details, with editable answers.
• Landing page builder to create engaging entry points and marketing content.
• Content management system to maintain articles and informational pages.
• Secure payment gateway integration for fee collection and transaction management.
• Role-based user management for clients, partners, and administrators.
• Responsive, user-friendly website optimized for search engines and accessibility.
• Modular design supporting addition of new estate document types and features over time.

• Payment processing via Stripe for secure, compliant transactions
• Authentication and authorization via cloud services (e.g., Amazon Cognito or similar)
• Form and survey creation tools (e.g., Typeform or equivalent) for questionnaire editing
• Email or notification services for communication with users and partners

• High performance with optimized load times for both desktop and mobile platforms
• Scalability to support an increasing user base across multiple states and document types
• Secure handling of personal data and payment information, complying with data protection standards
• Rapid development cycles to enable iterative updates and feature additions
• Easy configurability and editing capabilities for questionnaires and content

The development of this estate planning automation system is expected to significantly reduce time-to-market and development costs, enabling quick validation of market demand. By providing an easily adaptable questionnaire tool, rapid updates are facilitated without reliance on developer resources. The MVP aims to attract early partners and users, resulting in feedback-driven enhancements that could lead to a broader market reach, increased engagement, and a streamlined process for creating personalized estate documents across different states. Overall, this approach is projected to lower operational costs by approximately 50%, reduce time to market by over 50%, and save hundreds of developer hours, accelerating the client’s ability to establish a competitive presence in the estate management industry.