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Designing for the
moments that
matter most

Designing for the
moments that
matter most

A full product redesign for this client reframed a bureaucratic legal service into a trusted, human-centred experience for people navigating some of life's hardest situations.

WORK IN
PROGRESS

SITUATION

A critical service, working against itself

This client's business exists to solve one of life's most painful logistical problems: when someone dies or is incapacitated, the people who need to locate their legal documents often have no idea where to look, or if a document even exists. The registry provides a secure, trusted place to register those documents and their location, and to search for them when the time comes.

The service has genuine, significant value. But the platform wasn't communicating it. Cold, transactional in tone, and structured like a government form from the early 90’s, it read more like a file-storage utility than a trusted legal service. Users who arrived in their most vulnerable moments were confronted with opacity where they needed clarity, and indifference where they 

needed empathy.

People arrived looking for something familiar like a will or a loved one's estate and found a process that felt like a government portal. The trust simply wasn't there.

The business had real ambition: to build a true national register of important legal documents that could ease some of the administrative burden Australians face during their hardest moments. The product needed to rise to meet that mission.

RESEARCH

Grounding every decision in real behaviour

Before proposing a single solution, I introduced a research-driven design process to ensure every decision was grounded in real user behaviour and real business context.
This approach combined:

  • Semi-structured qualitative interviews with 3 existing users of the service, and 5 interviews via usertesting.com

  • A deep, thorough understanding and analysis of the end to end process and service offered, including the legal obligations

  • Contextual inquiry into the emotional circumstances each participant brought to the service

  • Heuristic analysis of the existing platform against usability and trust principles

  • Competitive landscape mapping across adjacent services (Willed, SafeWill, and more)

  • Thematic analysis to surface recurring patterns across interviews

8

8

Qualitative interviews

4

4

Distinct user jobs-to-be-done

3

3

Critical insight themes

What the research revealed

I used Dovetail to transcribe the interviews from teams and usertesting.com and analyse emerging insight themes. Three critial insight themes emerged…

💡

THE VALUE GAP

Every interviewee struggled to articulate, without prompting, why they would register the location of a document rather than the document itself. The core value (being findable in a crisis) wasn’t self evident. Users couldn't picture the future moment where the service would matter to them or their loved ones.

🔗

Disconnected mental models

Users understood making a will. They did not understand registering one. The service spanned both, but the platform treated them as separate, failing to bridge two things users (unknowingly) experienced as deeply connected.

📊

The charitable bequest pricing failure

The business owner, passionate about charitable giving, had engineered a pricing mechanic where including a charitable bequest in a will reduced the cost from $149 to $52. A genuinely clever and touching idea. But the terminology was oblique, and users consistently chose the full-price option without engaging. A UX problem was costing both revenue and charitable impact simultaneously.

🔍

Search opacity eroding trust

The search experience left users with unanswered questions at the worst possible moment: What exactly was searched? What does 'no result' mean? What do I do now? This wasn't a minor usability issue, it was a trust problem. People searching the registry were often in acute need, and the platform wasn’t meeting them where they were.

"I'm not really sure what happens after I search. Does it check everything? What if nothing comes up?"

ARCHETYPES

Who we were really designing for

Across interviews and service usage patterns, four distinct user types emerged. Each arrives with a different emotional context, a different job to be done, and a fundamentally different relationship to the service. Rather than one generic flow for all of them, the redesign gave each their own path.

ARCHETYPE 01

The Planner

Proactively creating and registering their own documents for their family's future. Goal-oriented, relatively low emotional pressure. Motivated by control and peace of mind.

PRIMARY CONVERSION TARGET

ARCHETYPE 02

The Protector

Registering documents on behalf of an ageing parent or vulnerable family member. Higher emotional sensitivity. May be navigating complex family dynamics.

Needs clear outcome framing

ARCHETYPE 03

The Searcher

Looking for a deceased loved one's will or documents, often under time pressure from probate or legal proceedings. The highest emotional vulnerability of any archetype. A failed search must never be a dead end.

Highest empathy requirement

ARCHETYPE 04

The Executor

Managing an estate and needing to verify what documents exist and where they're held. Legally informed but time-pressured. Needs institutional credibility and detailed output.

Cross-pollination target

NORTH STAR

An experience vision to guide

every decision

From synthesis, we defined a single experience north star to anchor the redesign and four design principles to test every decision against.

EXPERIENCE NORTH STAR

“We want to create a platform that anyone, regardless of their relationship to legal processes can navigate with confidence during one of life's most critical moments."

Meet me where I am

Acknowledge the emotional reality of the user. Tone, language, and hierarchy must respond to context. A Searcher in grief needs a different experience to a Planner on a Tuesday afternoon.

Make the invisible valuable

The registry's value is only obvious in retrospect. Design must make the future moment of need visible and real enough for users to act now, not after the crisis.

Never leave me empty-handed

Every outcome including a search that returns no results must provide something useful. Context, next steps, resources, a path forward. No dead ends, ever.

Connect the dots for me

Each archetype flows naturally toward another. A Searcher without a result is a potential Planner. An Executor is a natural Protector. The product should facilitate these transitions gently.

Meet me where I am

Acknowledge the emotional reality of the user. Tone, language, and hierarchy must respond to context. A Searcher in grief needs a different experience to a Planner on a Tuesday afternoon.

Make the invisible valuable

The registry's value is only obvious in retrospect. Design must make the future moment of need visible and real enough for users to act now, not after the crisis.

Never leave me empty-handed

Every outcome including a search that returns no results must provide something useful. Context, next steps, resources, a path forward. No dead ends, ever.

Connect the dots for me

Each archetype flows naturally toward another. A Searcher without a result is a potential Planner. An Executor is a natural Protector. The product should facilitate these transitions gently.

Will creation: Unlocking the charitable bequest

Will creation: Unlocking the
charitable bequest

The will creation flow was rebuilt around outcome-driven language and a radically simplified pricing architecture. The charitable bequest offer, previously invisible behind legal jargon was now rewritten in plain, conversational terms. The value exchange is now unmistakable: including a gift to charity reduces the cost of a simple will from $149 to $52. Making generosity feel like the obvious choice is both a UX win and a business win.

Document registration: Leading with outcomes, not process

The registration flow was redesigned to lead with outcomes rather than mechanics. "Ensure your loved ones can find what matters, nominate who can access it, and enjoy peace of mind" instead of "Upload your document details." Membership tiers were restructured with plain-language feature lists and clear value progression.

Search: From dead end to trusted guide

The search experience received the most fundamental structural overhaul. The previous flow ended in a generic empty state with no context, no explanation, and no direction. The redesign operates on two levels simultaneously.



First, transparency during the search itself: showing exactly which institutions are being searched, what a standard versus comprehensive search covers, and what the process involves in real time. Second, and most critically: never leaving the user without a useful outcome.

Failed searches now provide plain-language explanations of what the result means, contextual next steps (probate registry links, intestacy guides, legal resource articles), and a clear pathway to a broader comprehensive search across third-party institutions.

OUTCOME

A product built for the whole journey

The redesign delivered a cohesive, production-ready Figma file spanning the complete user lifecycle across all four archetypes, from first contact through will creation, document registration, search, and the post-completion vault.

This project reinforced something I find consistently true in UX and CX design: the most consequential design decisions are rarely visual.

A pricing mechanic that should have been the business's most powerful conversion driver was failing because of four words of legal jargon that nobody had stopped to question. A search result that said nothing was destroying trust in a service that genuinely, meaningfully helps people. Getting those things right, making the language human, making the outcome useful, making the trust legible required understanding the business owner's values, the legal context, and the emotional reality of the people using the product.

That's the work I care most about. Not just making things look better, making them work better for the people who need them most.

This project reinforced something I find consistently true in UX and CX design: the most consequential design decisions are rarely visual.

A pricing mechanic that should have been the business's most powerful conversion driver was failing because of four words of legal jargon that nobody had stopped to question. A search result that said nothing was destroying trust in a service that genuinely, meaningfully helps people. Getting those things right, making the language human, making the outcome useful, making the trust legible required understanding the business owner's values, the legal context, and the emotional reality of the people using the product.

That's the work I care most about. Not just making things look better, making them work better for the people who need them most.

More screens and information coming soon.

More screens
and information
coming soon.