Digital Will Generation Platform for Estate Planning
Key Outcome
From complex legal drafting to a guided digital journey for generating personalized testament documents
The Problem
Drafting a will is legally sensitive, difficult for non-experts, and often overwhelming. HERIT needed to simplify testament creation through a guided digital experience while preserving legal accuracy, adapting documents to user inputs, keeping data in Europe, and allowing non-technical teams to update legal text content without relying on developers.
What We Built
- Guided digital testament journey with step-by-step onboarding and educational assistance throughout the process
- Dynamic will generation engine adapting the final document to each user's personal situation and inputs
- User-centered mobile-first interface designed in Figma and implemented as a streamlined form experience
- Reusable design system components including forms, modals, navigation, information cards, and footer elements
- Flexible content management setup allowing legal and content updates without direct developer intervention
- Secure web platform aligned with OWASP security principles, database rules, and strict deployment key management
- European-compliant data architecture with GDPR-conscious storage and handling requirements
- Integrated payment flow for document purchase and validation
- PDF generation workflow reviewed by legal experts to ensure document clarity and legal validity
- Three-environment delivery pipeline with CI/CD, code reviews, and Jest-based testing
The Outcome
A production-ready LegalTech platform that makes testament drafting significantly more accessible for end users while maintaining legal rigor, strong security, modular content management, and a scalable digital product foundation for future expansion.
Tech Stack
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