Trust & Will

Trust & Will

Trust & Will leveraged Stellar’s deeply engaged panel to gather quick, accurate, and unbiased feedback on their new digital product launch.

About Trust & Will:

  • Online service providing legal forms and information on estate planning
  • Venture Capital-backed start-up
  • Founded in 2017 Headquartered in San Diego, CA

The Goal:

  • Gain a deeper understanding of their target market and how they responded and interacted with a new estate planning product that simplifies declaring a guardian for your children

The Approach:

  • Develop a survey-based process that would mirror lead generation efforts to assess the efficacy of the conversion funnel, measuring engagement at each registration step along the way

The Results:

  • Stellar collected actionable insights about consumer motivations for Trust & Will to utilize in targeting, positioning, and product development
  • Trust & Will used the feedback to drive necessary product changes, resolving existing pain points and addressing customer confusion

“Stellar’s expertise on the millennial market was invaluable, allowing us to comfortably hand off this project but still get exactly the data and insights we were looking for.”

– Daniel Goldstein, Founder

Program Highlights:

★★★★ “ 4 out of 5 stars
“…It was super-easy to use. I had a question regarding creating a joint trust, I got an immediate response on the chat feature that was helpful. For parents who have a straightforward plan for who the child should go to – this is where you should look!…”

★★★★★ 5 out of 5 stars
“…I was hesitant at first – my husband is an attorney so I’m always a bit hesitant – but he looked at all the material and signed off on it! After that it was a breeze.…”

★★★★★ 5 out of 5 stars
“…this was so quick and easy I was able to complete it on my iPad with my husband as he cooked dinner. This should be on every parent registry or checklist for getting ready for a baby…”