Carole Callaghan Law

Online Estate Planning Tool

The Challenge

How might we help more people be prepared with a will and estate plan?

Carole Callaghan Law wanted to help more people set up estate plans.

The firm knew that many people were not prepared and wanted to reach more people to set up estate plans.

The firm had a basic estate plan package, intended to drive efficiency; however, the need to meet face-to-face with clients reduced its ability to help more people.

The Solution

We developed an automated online estate planning package for Texas.

The law firm turned to Standard Beagle for help.

We leveraged online technology to reduce the amount of time needed to create a discounted basic estate plan.

Goals

  • Provide a way for a user to purchase a basic estate plan at a discounted price and have their questions answered with legal advice not available through other online legal document services.
  • Eliminate the need for the firm to have face to face contact with the client, allowing the firm to produce more estate packages in less time.
  • Automate part of the estate document production process. This would allow the attorney to save potentially several hours in creating the estate documents and taking payment per estate planning package.

Features

  • Online forms to qualify users and collect data
  • Ability to receive basic estate planning documents
  • Instructions on how to file documents.
    This feature also provide additional explanations about Texas law to help users fill out the form and will include a payment system.
  • Payment system

The new tool integrated with the client’s existing website.

Results

The online estate planning tool launched as an integrated tool and reduced the time and effort for both users and the attorney.

The tool was simple to maintain and users were able to easily use it. Payment was handled through a common WordPress ecommerce system to handle PCI compliance and provide payment security.

Our Solutions

We take a holistic approach to solving your problems by using the design thinking methodology to help you identify with your user to find the right solution.

We use design thinking methodology to understand, ideate, and then design an experience that best suits the customers' needs and motivations.

By setting a UX strategy, organizations can increase the accessibility and inclusion of their products and services without stretching their teams too thin.

Our experienced team is well-versed in building features and enhancements on a continuous basis. We meet with you weekly to sync up on status and provide guidance.

How can UX improve your organization's value with customers? Schedule a short conversation to find out how Standard Beagle's TRU/X process would work for you.