We developed a secure, scalable digital estate planning platform that enables users to create legally compliant Will and Trust documents through a guided, automated process.
The platform simplifies complex legal procedures into an intuitive online experience, combining workflow automation, secure payments, and intelligent user interaction.
Challenges: The project faces several key challenges, including simplifying complex legal document workflows, ensuring accuracy in Will and Trust generation, and creating a smooth, user-friendly guided experience. It also requires secure payment and automation integrations, effective user behavior tracking for conversion optimization, and strong security measures to protect sensitive personal and legal data.
Solution: We built a fully automated estate planning platform using WordPress and integrated it with advanced tools like Knackly to handle legal document logic and workflows. The system guides users step-by-step, collects structured data, and generates customized legal documents efficiently.
EZ Will & Trust is a textbook example of automation as a business model. By replacing manual legal document preparation with an intelligent, guided online platform, the client was able to serve more users, faster — without scaling their team.
The combination of Knackly’s document logic, Stripe payments, AI support, and behavioural analytics creates a platform that doesn’t just work — it continuously improves.
Have a process-driven platform idea in legal, finance, or any other industry? — We specialise in turning complex workflows into seamless automated experiences.
Maven Infotech – India
C/511 – Titanium City Centre,
Nr. Sachin Tower, Prahladnagar,
Ahmedabad: 380 015, India
Phone/WhatsApp: +91-9913612210
Maven Infotech – Netherlands
KvK-nummer – 69580111
NL: +31-(0)20 363 85 50 (Call or WhatsApp)
Follow Us