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Estate Planning Platform Development - MVP and Scalable Solution
  1. case
  2. Estate Planning Platform Development - MVP and Scalable Solution

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Estate Planning Platform Development - MVP and Scalable Solution

pagepro.co
Financial services
Information technology
Legal

Core Challenges

Just in Case Estates, a new business aiming to unify and automate estate management, faced challenges in rapidly developing a market-ready product with limited time and budget. Key obstacles included clarifying business goals, defining app functionality, determining the optimal tech stack, and building a scalable and accessible platform for creating estate plans while integrating with potential partners and investors.

About the Client

Just in Case Estates is a startup focused on simplifying and automating the estate planning process for individuals and families across the US. They offer customizable estate plan documents based on state-specific requirements.

Project Goals

  • Develop a Minimum Viable Product (MVP) for an estate planning platform.
  • Gather user and partner feedback on the MVP to inform future development.
  • Establish a scalable and adaptable platform capable of supporting a broader range of estate plan types.
  • Automate the estate planning process, providing personalized document generation based on state-specific requirements.
  • Integrate with payment gateways for secure transaction processing.
  • Develop a user-friendly website for platform access and information.
  • Implement a questionnaire-driven system for data collection and document customization.

Functional Requirements

  • User authentication and account management
  • State-specific questionnaire engine
  • Automated document generation based on questionnaire responses
  • Secure payment gateway integration (Stripe)
  • User-friendly website and landing pages
  • Content Management System (CMS) for managing articles and pages
  • Blog functionality
  • Admin panel for managing plan types and settings
  • Reporting and analytics dashboard

Preferred Technologies

React (Next.js framework)
Node.js
Sanity (Headless CMS)
AWS (Hosting and Deployment)
Typeform (No-code questionnaire builder)
Stripe (Payment Gateway)

Integrations Required

  • Stripe for payment processing
  • Amazon Cognito for user authentication
  • Amazon Lambda for form submissions

Non-Functional Requirements

  • Scalability to accommodate growing user base and expanding feature set
  • Performance and responsiveness for a seamless user experience
  • Security to protect user data and financial information
  • Accessibility to ensure usability for all users
  • Maintainability and ease of code updates

Expected Business Impact

The project is expected to significantly reduce development time and costs, enabling Just in Case Estates to launch their MVP quickly and gather valuable user feedback. Leveraging a combination of code and no-code solutions is projected to result in a 490+ hour reduction in development time, a 48% lower budget, and a 52% shorter time to market. This will allow them to validate their business model and iterate rapidly based on real-world user needs.

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