A new way to plan your Estate.
BeyondMii is a B2C product that addresses planning for life after death. A problem many households face: family members cannot find documents or information pertaining to a person's assets or estate once they have passed. BeyondMii addresses this issue by providing a protected vault for individuals to archive and sort their affairs, while supplying an "assets map" for beneficiaries to help streamline the executor process.
Nov 2020 - Present/On-Going
Adobe XD, Adobe CC, Lucid
People view their personal affairs as private and are often unwilling to share information.
From my experience, I know that conversations about mortality can spark uneasy feelings. Discussing such a sensitive topic is even harder once an individual is gone. I have heard stories where family members find money "under a mattress" and sometimes heirlooms in the most random places. In sadder cases, such items are forgotten or "lost" and assets (such as bank accounts) remain frozen only to sit for decades because no one even knows they exist.
I was partially wrong. American's aren't only worried about sharing their estate planning affairs, they're genuinely confused about what it is.
According to Wealth Counsel's Estate Awareness Survey, the confusion result they found related to the erroneous belief, shared by half of respondents, that estate planning is only for the wealthiest people. 47% percent think that estate planning is primarily for those who are most prosperous, while 49% say their assets aren’t worth enough for them to even consider having an estate plan, and that a will is sufficient enough for their real-estate needs.
How do we help families stay organized during times of great stress?
I began by researching the market for issues surrounding this problem.
In my research, I discovered that substantial gaps in knowledge exist around three major areas of estate planning: health and family; courts and conflict; and business and tax implications.
COURTS & CONFLICTS
have either personally experienced, or known someone who has experienced, family conflict as the result of not having an estate plan or comprehensive will.
say they’d be more likely to create an estate plan if it would help lower their families’ tax obligations
say they understand that estate planning can be used to express an individual’s wishes related to personal healthcare decisions.
say having a well-thought-out plan would help them feel like a good spouse or parent.
Interviews revealed that users want to be able to share information but don't know how to start the conversation with family/beneficiaries.
I interviewed 24 people from different walks of life to better understand the chaos and challenges that occur during a changed life event. These interviews also included questions on how users organize their own affairs or affairs for a loved ones. These sample sizes remain small as I wanted to focus on a group of individuals who have experienced many life events to find out how they have planned in the past and vice versa with users who have 0 events and how they expect to plan for the future.
men / women
1. Understand how users use tech for and during a life event.
2. Learn what types of information users are comfortable sharing.
3. Learn how users keep their information organized.
4. Understand what users value and protect.
5. Understand how users define time and expectations.
I synthesized interview results to form a typical user journey. My discovery led to a list of clear points where users struggled. Users became exhausted from the amount of input required to use to the app effectively. This led to various solutions for data input and finding the best method to avoid data input fatigue.