Estate Guru Dashboard Case Study | A Stronger Idea Design

Reworking What Wasn’t Working: The Road to a Better Product

Estate Guru’s existing client management dashboard had several issues:

A visually confusing UI that lacked polish and professionalism.
Non-intuitive UX patterns, making navigation and workflows inefficient.
A lack of scalability, restricting future feature integrations.
No clear branding, leaving users disconnected from the company identity.
An overwhelming dashboard, with too many surfaced features and unclear prioritization.
A disorganized UX content strategy, hindering clear communication and actionability.

The challenge was modernizing an outdated product by identifying gaps and pain points through a detailed audit. The design needed to balance complex legal requirements with a seamless user experience, serving multiple personas—including financial advisors, attorneys, and clients. Clear communication of dense financial and legal information required smart UX, visual hierarchy, and effective data visualization.

The initial product lacked consistency, focus, scalability and more.
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Laying the Foundation: Our Discovery

Our goal was to design a visually appealing UI that builds trust, confidence, and efficiency, making users feel secure and empowered. We integrated the new brand identity with updated colors, logos, and design elements for a modern, cohesive experience. Improving UX patterns was a priority, ensuring smooth navigation with minimal friction. We also focused on making account statuses and insights clear and easy to understand.

Our discovery process combined user research, usability testing, and task analysis to uncover key pain points and workflow needs. Competitive analysis helped benchmark best practices, while a product audit revealed dashboard limitations. Card sorting improved navigation, and a value-chain analysis aligned the experience across advisors, clients, and attorneys.

Shaping the Experience: A Research-Driven Definition Phase

Key Metrics for Success:

Time on Task: Reduced time required to complete key workflows.
Ease of Use: Improved user ratings for navigation, consistency and clarity.
User Satisfaction: Positive qualitative and quantitative feedback and conversions from advisors, attorneys, and clients.

"I've gone from $1M in AUM to over $20M by leading with Estate Guru."

William R.— Financial Advisor

Bringing It All Together: Validating and Refining the Design

Through UX analysis, we continuously refined process flows and design patterns to improve intuitiveness. Prototyping played a crucial role in validation, allowing us to conduct usability testing and gather both quantitative and qualitative feedback. Based on these insights, we iterated on the designs to address user needs effectively. High-fidelity UI/UX designs were then developed, ensuring a polished visual and functional experience.

During the design and validation phase, we focused on refining workflows and enhancing usability through an iterative, user-centered approach. We began by creating task flow charts to streamline key interactions, followed by low-fidelity UI designs to quickly test early concepts.

Designed to Deliver Clarity, Confidence, and Control

Streamlined Interface for High-Value Information

The redesigned UI organizes critical client profile and account status data into a clean four-column layout, allowing advisors and attorneys to scan, assess, and act with clarity and speed. By bringing the most relevant insights to the surface, the new interface reduces cognitive load and supports faster decision-making in high-stakes scenarios.

Focused Process Flows with Clear Guidance

Key workflows were restructured to be more intuitive and goal-oriented. Users are now guided step-by-step through each process, with smart indicators showing progress and context for what’s next. This ensures that even legally complex tasks feel approachable and manageable, while reducing the chance of missteps.

Simplified Navigation and Scalable Architecture

Navigation was redesigned for efficiency, with key actions such as document access, asset management, and client portal entry nested within well-organized dropdowns. This streamlined experience, paired with strong brand integration and a modern visual system, not only improves usability but sets the foundation for future feature expansion without introducing friction.

Real Results from Strategic Design

Project Overview & Impact

The redesign of Estate Guru’s platform resulted in a significantly enhanced user experience—validated by consistently positive user feedback focused on simplicity, clarity, and ease of use. The new design enabled higher engagement across key areas, including increased client portal adoption and a notable rise in new account creation.

By developing a modular component library, the product became more scalable, allowing for the seamless integration of future features without disrupting the user experience. Additionally, optimized workflows for both advisors and attorneys led to measurable efficiency gains, reducing time on task and improving day-to-day productivity.

Key Outcomes & Value Delivered

Driving performance, engagement, and scalable growth through thoughtful design execution

Increased Engagement
Higher usage of the client portal and more client account creations

Scalable Design System
A modular component library built for future growth and adaptability

Improved Workflow Efficiency
Reduced time on task and simplified daily operations for advisors and attorneys

Enhanced Brand Cohesion
A modern, trustworthy interface aligned with Estate Guru’s refreshed branding

Greater User Satisfaction
Positive feedback highlighting simplicity, clarity, and ease of use

Elevated Product Value
Stronger perception of the platform as a high-value tool for professional users

This project demonstrates A Stronger Idea Design’s ability to deliver high-impact UX and UI solutions through a strategic blend of design thinking, deep user research, and product-focused collaboration. Working closely with Estate Guru, we transformed a legacy product into a powerful, professional-grade tool ready for the future.

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