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All work
Fintech

Legacy

Planning for what comes after

An estate and legacy planning platform. The design challenge was emotional as much as functional: a heavy subject, long forms and decisions people avoid. I designed a pace that lets them stop and come back.

Role
Product designer — UX, UI, content design
Category
Fintech
Industry
Wealth & Estate Planning
Platforms
Web, iOS
Year
2024

The work

What I did, in order

  1. 01

    Broke a very long process into resumable chapters with visible progress and no penalty for pausing.

  2. 02

    Rewrote the interface language with the client to remove legal jargon from every primary path.

  3. 03

    Designed a calm, low-contrast visual system — this is not a product that should feel urgent.

What was delivered

  • Multi-step form UX
  • Content design
  • Web & mobile UI

Tools used

Figma

Files were handed over annotated and component-based, with a live walkthrough for the engineering team.

Have a product like Legacy?

Tell me what is not working. I will tell you honestly whether design is the right lever and what I would do in the first two weeks.

madnansakhi@gmail.com