Realwill | Will Creation Application |UI/UX Design

CASE STUDY

Design Brief and Objectives

The goal was to design a UI/UX for the Realwill application that would allow users to enter their personal, financial, and beneficiary details in a streamlined and intuitive manner. The platform needed to guide users step-by-step through the will creation process while maintaining clarity, trust, and ease of use. The design also had to accommodate various user demographics, including those unfamiliar with legal terminology or digital platforms.

Challenges

• Simplifying Complex Legal Processes:
  One of the major challenges was to break down the legal complexities of will creation into simple, easy-to-understand steps without compromising the legal integrity of the documents. The UI needed to be intuitive enough for users from all backgrounds to navigate effortlessly.
• Ensuring Data Security and Trust:
  Given the sensitivity of the data involved in will creation (such as financial details and personal information), the design had to communicate security, reliability, and trustworthiness, reassuring users that their data is safe and protected.
• Guiding Users Through the Process Seamlessly:
  The platform required a clear and guided workflow to help users input all necessary details in a logical sequence—covering personal information, assets, beneficiaries, executors, and specific wishes—without feeling overwhelmed or confused.
• Creating a User-Friendly Interface Across Devices:
  The design needed to be responsive and accessible across multiple devices (desktop, tablet, and mobile), ensuring a consistent and seamless experience regardless of the user’s preferred platform.

Approach and Design Process

To address these challenges, we followed a user-centered design approach, focusing on clarity, simplicity, and trust.

• User Research and Journey Mapping:
  We began by conducting user research to understand the pain points and expectations of users regarding will creation. Insights were gathered through surveys and interviews, leading to the development of detailed user personas and journey maps that highlighted key steps, decisions, and potential roadblocks in the process.
• Creating Wireframes and Prototyping:
  Based on the insights, we created wireframes to outline the primary screens and workflows, focusing on a step-by-step guided process for will creation. The wireframes emphasized simplicity, with clear headings, instructions, and input fields to reduce cognitive load. Interactive prototypes were then developed to simulate the user flow and tested with potential users for feedback.
• Designing an Intuitive and Secure Interface:
  The final UI design incorporated a clean and minimalistic aesthetic with ample white space, intuitive icons, and a soothing color palette to provide a calm and reassuring experience. Security features, such as SSL indicators and data privacy notices, were prominently displayed to build trust. Each step in the process was clearly labeled, with progress indicators to help users understand where they are in the process and what steps are remaining.
• Iterative Testing and Refinement:
  We conducted multiple rounds of usability testing with diverse user groups to identify any points of confusion or friction. Feedback was used to refine the design further, ensuring that each step was as clear and straightforward as possible. Micro-interactions and tooltips were added to provide additional guidance and enhance the user experience.

Key Features Delivered

• Step-by-Step Guided Workflow:
  The platform guides users through the will creation process in a logical and structured manner, from entering personal details to specifying assets, beneficiaries, and executors. Each step is broken down into manageable sections, with clear instructions and examples to aid understanding.
• Clean and Trustworthy Design:
  The UI features a modern and clean design with a focus on readability and ease of use. Key elements like call-to-action buttons, progress bars, and form fields are strategically placed to enhance navigation. Trust elements such as secure badges and privacy policies are integrated throughout the interface to reassure users.
• Dynamic Form Fields and Validation:
  The application utilizes smart form fields that adapt based on user input, ensuring a personalized and relevant experience. Real-time validation helps users correct errors as they go, reducing frustration and improving completion rates.
• Responsive and Accessible Design:
  The design is fully responsive, providing a seamless experience across devices. The interface is also accessible, with considerations for color contrast, font sizes, and screen reader compatibility, making it usable for people with varying levels of digital proficiency.
• Progress Indicators and Help Tips:
  To reduce user anxiety and improve task completion rates, progress indicators and contextual help tips are included at each step. Users can see their progress at a glance and access additional information if needed without leaving the page.

Result

The Realwill application received highly positive feedback for its intuitive and user-friendly interface. Key outcomes include:

• A 60% increase in user engagement and completion rates due to the simplified and guided workflow.
• An 85% satisfaction rate from users who found the process easy to understand and complete without needing legal expertise.
• A 30% reduction in drop-off rates, attributed to the clear progress indicators and dynamic, responsive design.

Conclusion

The Realwill application UI/UX successfully simplifies the process of will creation, making it accessible to users from all backgrounds. By focusing on clarity, security, and a step-by-step guided approach, we delivered a platform that provides a seamless and reassuring user experience. Realwill is now well-positioned to empower individuals to take control of their future planning with confidence and ease.