EstateAdvice.ca
Case Study 03

EstateAdvice.ca: Revolutionizing Estate Planning with Innovative Legal Solutions

about

EstateAdvice.ca stands as a reliable and comprehensive source for estate-related legal counsel. Specializing in demystifying complex aspects of estate planning such as wills, executor responsibilities, and probate fees, EstateAdvice.ca ensures its clients experience peace of mind.
❶    ux/ui
❷    web development
❸    video
❶    ux/ui
❷    web development
❸    video

challenge

The primary challenge for EstateAdvice.ca was to create an engaging and functional landing page that not only attracts potential clients but also facilitates easy booking of consultations. Additionally, there was a need for an integrated blog to enhance SEO and a backend system to display reports and allow content editing. This endeavor aimed to streamline the user experience while boosting the site's visibility and operational efficiency.

❶ ux/ui

EstateAdvice.ca's target users are individuals and families in need of estate planning and legal advice. They seek clear, straightforward solutions for wills, executorship, and estate management. They value transparency, expert guidance, and resources that simplify the complexities of estate law for a Canadian audience.
Executors
Will Inquirers
Future Planners
Legal Clarity Seekers
Goals:
‍- Provide comprehensive and clear estate planning guidance.
- Demystify legal aspects such as wills, executor roles, and probate fees.
- Offer a transparent and accessible pay-as-you-go model.
- Guarantee subject-matter expertise through STEP Canada membership.
- Ensure clients navigate estate complexities with confidence.
Challenges:
- Ensuring clarity in estate planning.
- Simplifying complex legal concepts.
- Eliminating hefty retainer fees.
- Delivering transparent pricing.
- Offering free initial consultations.
- Maintaining subject-matter expertise.
Motivations:
- To remove the confusion surrounding wills, executors, and probate fees.
- To make estate planning affordable and accessible.
- To provide expert guidance and advice.
- To instill confidence in clients as they navigate the complexities of estate planning.

user segment

Based on the profiles of individuals seeking clear and accessible estate planning solutions, I've crafted a user segment that aligns seamlessly with EstateAdvice.ca's mission. This segment consists of individuals who value straightforward legal guidance, aiming to simplify complex matters related to estate planning. They seek not only information but a trusted resource that caters to their need for clarity and confidence in estate management.

wireframe

This wireframe depicts EstateAdvice.ca, featuring clear sections and a header with language selection options. The page emphasizes value proposition and includes a discreet backend login for administrators.

❷ web development

landing page / cms

I implemented a clean and intuitive design, featuring a user-friendly CMS for the blog. The addition of a 'Book Consultation' button, integrated with Google Calendar, streamlines appointment scheduling. Administrators benefit from a marketing reports plugin for data analysis.

❸ video

visual content

Produced engaging videos that resonate with EstateAdvice's mission, featuring insightful interviews and enhancing the user experience with custom-designed office backgrounds and carefully curated stock footage that complemented the script authored for the project.
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