Real Wakili
a digital platform that simplifies trust & legacy planning
- Role
- Product Designer & Front-end Developer
- Duration
- 6 Months
- Platform
- Web Platform (Desktop & Mobile)
- Focus
- Brand positioning, User Experience, Lead Generation, Digital Service Delivery, & Scalable Platform Architecture
Desktop concepts
Desktop views built for analysis
A real-time market intelligence platform that brings equities, indices, commodities, currencies, portfolios, and market news into a single investor-focused experience
Digital First Impression
A trust-focused landing experience designed to establish credibility, communicate value, and guide visitors toward taking action.
Trust Solutions
An educational experience that helps users understand available trust structures and identify the options best suited to their needs.
Learning Hub
A centralized space for expert-led masterclasses designed to make complex legal and financial topics easier to understand.
Resource Library
A content-driven experience that provides downloadable guides, ebooks, and practical resources for informed decision-making.
Course Experience
A detailed learning page designed to communicate value, build trust, and encourage enrollment in educational programs.
Legacy Community
A member-focused space that fosters learning, networking, and meaningful conversations around wealth preservation and legacy planning.
The problem
The client offered highly specialized legal services around trusts and estate planning, but their digital presence did not clearly communicate their expertise or make it easy for potential clients to understand and access their services.
Most users visiting the platform needed guidance, trust, and clarity before taking action. The challenge was to create a platform that felt professional, approachable, and credible while also supporting multiple business goals beyond a traditional law firm website.
Concept assets
Mobile-first conceptual designs
Concept screens showcasing the mobile-first design approach.
Trust Assessment
A guided assessment flow designed to help users understand their trust and legacy planning requirements through a simple, step-by-step experience.
Enrollment Cart
A streamlined cart experience that allows users to review selected services, masterclasses, and resources before proceeding to checkout.
Secure Checkout
A frictionless checkout flow designed to build trust and increase completion rates for digital products and services.
How we solved it
We focused on clarity, trust, and scalability. The platform was designed to simplify user journeys, showcase expertise, and create a foundation for future offerings including masterclasses, digital resources, events, and community engagement.
Outcome
Real Wakili evolved from a traditional service offering into a scalable digital platform for trust and legacy planning. The new experience improved brand credibility, simplified client engagement, and created a strong foundation for future educational content, community programs, and digital services.
