Dashboard and tasks

As a senior member of the Design Team at Trust & Will, I worked with the Head of Design to create the latest version of the member portal where users are able to manage their estate plan, documents, and assets. This was a part of our product overhaul effort spanning more than 12 months and essentially every department at our small company.

This addition addressed a long-standing problem we had surfaced in our member interviews, answering some of our most common questions like "what am I supposed to do next?" and "how will I know when I'm done?" all while grounding the entire experience in a central dashboard.

This new view provided a new foundation for product and feature growth that was previously lacking, and unlocked capabilities that allowed us as a team to test dozens of new features and grow our recurring engagement and revenue.