Creating an emotionally compelling, content first design to urge users to begin their estate plan.
2022
2022
We lead the visual design process for the client estate planning.
Collaborating with Charles Schwab's incredible Content Designer, we tackled this challenge with a content first design approach.
Charles Schwab's Innovation Accelerator team, including internal UX Researcher, Content Strategist, Product Manager, and Engineering team.
“This is a stressful subject and it makes me nervous to think about, but this feels calming, like we’re in this together.”
“I love lists, so it’s comforting to see the process broken down into components and being helped through it.”
