Everybody
should
have a
last will
Everybody
should
have a
last will
2017
Creating
the Story
Q1
Product
Conceptualization
Engagement
B2B sales material
Brand
LegalZoom
SaaS > Insurance
Sold
Q2
Engagement
1st sale
Fake it till you make it
2018
MVP
Q1
Product
Onboarding
Patterns
Illustrations
Iconography
Questionnaire flow
Onboarding
Questionnaire
Tutorial
Life Events
Questionnaire
Estate planning & Advice sessions
Complex questionnaire
Status API
Scheduling
Education
Engagement
Service
Data
Q4
Engagement
B2B
Engagement reports
2019
Financial
Advice
Q1
Product
Questionnaire flow
Dashboard
Q&A
Engagement
CFP team
Online webinars
Offline seminars
Brand
Q2
Brand
LegalZoom → LifePlan
LifePlan responsive logologo iterations
More users
diversify product
Q3
Product
3rd party integration
Subscription
Engagement
Open enrollment
Increasing touchpoints
Results
LifePlan was a unique benefit that reached out to people's lives. LifePlan was proactive, knowledgeable, and helpful. It was digital and equally human. The team was fearless and friendly. LifePlan started in 2017 with 5 ambitious minds and sunsetted in 2021 touching 40K lives.
40K+
Members
30%
Yoy member growth
50+
Companies
40%
Yoy revenue growth
30K+
Advice session per year
50K+
Estate plans completed
Back to PT homeBack to Web homeTo LegalZoom design system