Insights
The client is a leading will company that serves financial advisors and their clients with legal will and power of attorney creation service. They are leaders in estate planning and their mission is to make financial well-being and estate planning accessible to everyone.
Getting new customers on-board became a challenge as the offline will creation and planning services were not easily accessible to all. The customers of the digital age prefer will drafting services over the internet, and their existing processes could not suffice the demand.
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