User Experience

Estate planning

Visual Design User Experience User Testing

Creating an emotionally compelling, content first design to urge users to begin their estate plan.


What we did

We lead the visual design process for the client estate planning.

The process

Collaborating with Charles Schwab's incredible Content Designer, we tackled this challenge with a content first design approach.

High-level overview of a content first design process

Who we worked with

Charles Schwab's Innovation Accelerator team, including internal UX Researcher, Content Strategist, Product Manager, and Engineering team.

Some quotes from the users

“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.”

This project is launching in December of 2022

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