Estate Guru

A Financial Advisor’s Job Made Effortless: Bring the Value and Useful Actions to the Surface

Scaling Trust: Bringing Clarity to Complexity in Estate Planning

Estate Guru brought in A Stronger Idea Design to redesign its client management dashboard—an essential tool for advisors and attorneys handling complex estate planning. We focused on improving usability, aligning the UI with a new brand identity, and modernizing the overall experience.
SERVICES
Redesign and relaunch strategy
Design System
UI/UX Design
INDUSTRY
Estate Planning
Fintech
RESULTS
Increased scalability Reduced time on task Increased conversions
The challenge was to modernize an outdated product while balancing complex legal needs with a seamless user experience. Through a detailed audit, we identified key pain points and gaps, then designed for clarity, hierarchy, and effective data visualization across diverse user roles.
The solution was a modern, intuitive UI that builds trust and helps users confidently manage complex tasks. The updated interface brought in Estate Guru’s refreshed branding, with streamlined navigation, clear account status, and easier access to insights.

Key Metrics for Success:

  • Reduced Time on Task
  • Higher Ease-of-Use Ratings
  • Improved Satisfaction Across User Roles
Discovery combined stakeholder interviews, usability testing, and task analysis to surface friction points and workflow gaps. Competitive audits and product analysis guided strategic improvements, while card sorting refined navigation logic. A value-chain analysis ensured the solution aligned across all user roles: advisors, clients, and attorneys.
  • Personas: Built for key roles—advisors, attorneys, clients
  • User Flows: Mapped essential estate planning journeys
  • "How Might We" Analysis: Structured ideation on pain points
  • Wireframes: Rapid iteration on dashboard structure
  • Design System: Created modular components for consistency and scale
Estate Guru personas
Estate Guru wireframesEstate Guru flowchart
Estate Guru
"I've gone from $1M in AUM to over $20M by leading with Estate Guru."
William R.— Financial Advisor

Designed to Deliver Clarity, Confidence, and Control

We used an iterative, user-centered approach to refine workflows and enhance usability. Task flows and low-fidelity designs helped validate concepts early, while prototyping and usability testing informed improvements. Final high-fidelity designs delivered a polished, intuitive experience aligned with user needs.
Estate Gur background

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.
Estate Guru UI
Estate Guru UI
Estate Guru UI
Estate Guru UI

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.
Estate Guru UI
Estate Guru UI

Designed for Clarity, Enhanced with Motion

We used animation purposefully to support hierarchy, draw attention to key actions, and create a more seamless user experience across the platform.

Project Overview & Impact

The redesigned platform earned strong user praise for its clarity and ease of use—driving increased client portal adoption and new account creation. A modular component library enabled future scalability, while streamlined workflows boosted efficiency for advisors and attorneys alike.

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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Selected work

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Strength Through Synergy

Together, we’ll build a better business.

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