Will Trace: Locating you're loved ones will

Will trace allows everyday Australians search and find details on their loved one's will in an easy to use platform.

Will Trace: Locating you're loved ones will

Will trace allows everyday Australians search and find details on their loved one's will in an easy to use platform.

Will Trace: Locating you're loved ones will

Will trace allows everyday Australians search and find details on their loved one's will in an easy to use platform.

abstract shape
abstract shape
abstract shape
Project Summary
Project Summary
Project Summary

ROLE
Product Designer

LAUNCHED
September- January 2023/2024

SCOPE
Responsive Web Application

OVERVIEW
In Australia, there exists a significant gap in services catering to individuals seeking to locate the wills of their deceased loved ones. This absence of a dedicated solution creates frustration, uncertainty, and delays in the execution of estates, often leading to emotional distress and financial complications for families.

Impact
Impact
Impact

Australia's first

Consumer will register

20 orders

Placed in first seven days

85%

of users reported a positive experience with the ease of finding a will.

random shape
random shape
random shape

What was wrong?

The primary challenge addressed by Will Trace is the lack of a centralised, user-friendly solution for locating wills. Key issues include:

  • Complex and Time-Consuming Searches: The process involves navigating various legal and institutional channels.

  • Limited Accessibility: Those unfamiliar with legal procedures face difficulties.

  • High Emotional and Cognitive Stress: Individuals dealing with the death of a loved one experience added stress.

What were our goals?

COMPANY GOAL

Build trust in Will Trace by upholding high standards of data security and customer support. Expand the user base and drive revenue through a sustainable model that includes subscriptions, premium features, and partnerships with legal professionals.

PROJECT GOALS

Simple Searching: Create an easy-to-use platform for quick will retrieval.
Educate Users: Offer resources to guide users through will discovery and management.
Make the design accessible for all: These searches will be accessed by everyone so we needed to make the design accessible for all groups.
Monetisation strategies: Create a fair an competitive monetisation strategies

Competitive analysis

Competitive analysis

Competitive analysis

WCAG guidlines analysis

WCAG guidlines analysis

WCAG guidlines analysis

PROCESS

Analyse competitor's overseas.
Map out user flows.
Make protypes.
Do the research.
Iterate on feedback.

PROCESS

Analyse competitor's overseas.
Map out user flows.
Make protypes.
Do the research.
Iterate on feedback.

PROCESS

Analyse competitor's overseas.
Map out user flows.
Make protypes.
Do the research.
Iterate on feedback.

Unlocked search

Unlocked search

Unlocked search

Investigative search

Investigative search

Investigative search

Investigative search problems

Users had to wait on law firm to approve
There were a number of problems with the investigative search flow. As it could take two weeks and the possible firm may not have any data on the will I needed

Billing had to be split in to two different stages
First, a non-refundable deposit had to be communicated clearly. Second, the final payment was required to view the results once they were available.

Email chain
Emails were crucial for keeping customers who purchased the investigative search informed about the status and updates of their order.

Low fi wireframes

Low fi wireframes

Low fi wireframes

High Fi wireframes

High Fi wireframes

High Fi wireframes

TESTING GOALS

Ease of Use.
Accessibility.
Emotional Support.
Pricing structure.
Process informed.

TESTING GOALS

Ease of Use.
Accessibility.
Emotional Support.
Pricing structure.
Process informed.

TESTING GOALS

Ease of Use.
Accessibility.
Emotional Support.
Pricing structure.
Process informed.

Okay, so what works and what doesn't?

Enter... research. I strongly believe in research. It is transformative for the organisation, the product, and the business. We found some key insight when testing.

  • Users found the pricing structure too steep for their budget.

  • Users felt the process was too long, but they understood the reasons behind it.

  • Users could navigate easily to each task with no ambiguity.

  • Users felt the site lacked authenticity and came across as cold.

  • Users were unclear about what they would receive once they placed their order.

Landing page

Landing page

Landing page

Five testing sessions, ten design feedback sessions…You end up with something like this

The final design featured many easy-to-use features, including:

  • An easy-to-use searching and ordering system

  • Direct and deliberate messaging about the investigative search process.

  • Clear and intentional messaging about the investigative search process.

  • Sample PDF available before ordering.

  • Competitive and transparent pricing

Searching

Searching

Searching

Pricing page

Pricing page

Pricing page

Standard search results

Standard search results

Standard search results

Investigative search: Order processsing

Investigative search: Order processing

Investigative search: Order processing

Search result details

Search result details

Search result details

Final PDF

Final PDF

Final PDF

Conclusion

Will Trace has successfully addressed a significant gap in the market by providing a comprehensive, accessible, and user-friendly solution for will tracing. By focusing on the needs of everyday people and ensuring accessibility for all users, the platform has set a new standard in will management and has made a challenging process more manageable and less stressful.