A tech-savvy estate planning process?

Role: Principal Content Strategist

Responsible for: Information architecture structure, visual direction, PMing project, writing articles, copyediting at large.

Project period: 5-mo (November-March)

Delivered: a client and attorney-facing help centers, plus UX copy up to their XpressDocs product software and a key product flow refresh.

Impact:

What: Agile Estate Planning software makes it easier for attorneys in Washington and Oregon to create estate plans and probate documents by productizing the process. But professional attorney cofounder duo Katie Groblewski and Bethanny K wanted to go a step further—they wanted it to be a competitive product with good copy, and a knowledge base that would not only answer attorney and client questions about the product, but make them better attorneys in this area, too.

Their product needed a help center, but they wanted it to be a place attorneys could come learn, too. Somewhere to get insight into the nuances of creating a really great estate plan.

Knowledge base + Help Centers

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Creating a connected help ecosystem

And on that note: updating the product

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E2E strategy: fine-tuning the discovery to conversion flow

Problem:

Execution: Best practices audit, aided by data.