The client is an Australian entrepreneur who envisioned a digital platform to simplify estate administration for individuals dealing with the loss of a family member or someone close to them.

Managing an estate involves multiple administrative and legal procedures, document requirements, and coordination between different parties. For people unfamiliar with the process, understanding what needs to be done, which documents are required, and what steps to take next can be particularly difficult.

The client's idea was to create a platform that would guide individuals through the estate administration process, organize the required documentation, and provide a structured way to involve legal professionals when additional assistance is needed.

The platform was designed primarily for the Australian market, taking into account the local estate administration process.

Estate administration involves a complex sequence of administrative and legal procedures. For someone who has just lost a loved one, navigating these requirements without structured guidance can become an additional source of stress.

The project aimed to address several challenges:

• Complex procedures: Individuals may not know which steps to complete or in what order.
• Fragmented document management: Required documents need to be collected and organized throughout the process.
• Unclear requirements: The necessary documentation and next steps depend on each individual's circumstances.
• Lack of structured guidance: People may struggle to understand what actions are required at each stage.
• Difficult coordination: Estate administration can involve family members, representatives, and legal professionals.
• Emotional pressure: Users need to manage administrative responsibilities during an already difficult period.

The client wanted to replace an unstructured, paper-based process with a digital solution that makes estate administration easier to understand and manage.

The client needed a system that would:

• Simplify estate administration for individuals.
• Guide users through the process based on their specific circumstances.
• Centralize estate-related document management.
• Automatically organize the tasks required at each stage.
• Enable legal professionals to support users throughout the process.
• Make document requirements and outstanding actions easier to understand.
• Provide a structured digital alternative to fragmented, paper-based administration.