BeneficiaryPlan.com

BeneficiaryPlan.com

[FILL year]

[FILL year]

Mobile app

Mobile app

Brand & UI

Brand & UI

A mobile app that keeps your assets and beneficiaries organized in one place, so your family is covered.

A mobile app that keeps your assets and beneficiaries organized in one place, so your family is covered.

Secure your future, today

Secure your future, today

Secure your future, today

BeneficiaryPlan.com is a mobile app for creating and managing beneficiaries. I designed it end to end, starting with the brand and finishing with a full high-fidelity prototype.

BeneficiaryPlan.com is a mobile app for creating and managing beneficiaries. I designed it end to end, starting with the brand and finishing with a full high-fidelity prototype.

BeneficiaryPlan.com is a mobile app for creating and managing beneficiaries. I designed it end to end, starting with the brand and finishing with a full high-fidelity prototype.

Everything in one place

Bank accounts, property, policies, and more, sorted into clear categories.

Everything in one place

Bank accounts, property, policies, and more, sorted into clear categories.

Beneficiaries, clearly

See who’s covered at a glance, and add or edit people in a few taps.

Beneficiaries, clearly

See who’s covered at a glance, and add or edit people in a few taps.

Documents on demand

Export a financial affidavit, an assets summary, or a will whenever you need one.

Documents on demand

Export a financial affidavit, an assets summary, or a will whenever you need one.

Starting with the mark

Starting with the mark

Starting with the mark

Before any screens, I built the brand. The mark is a B and a P made from simple, rounded shapes, with versions for light, dark, and color backgrounds.

Before any screens, I built the brand. The mark is a B and a P made from simple, rounded shapes, with versions for light, dark, and color backgrounds.

Before any screens, I built the brand. The mark is a B and a P made from simple, rounded shapes, with versions for light, dark, and color backgrounds.

BeneficiaryPlan logo versions
BeneficiaryPlan logo versions

Colors

#F24236

#3E885B

#3993DD

#02020A

#FFFFFF

Typography

League Spartan · Bold for headings

League Spartan · Regular for subheadings

League Spartan · Light for text

Mapping it out

Mapping it out

Mapping it out

I mapped the app’s main paths before designing any screens, then worked them out in grayscale.

I mapped the app’s main paths before designing any screens, then worked them out in grayscale.

I mapped the app’s main paths before designing any screens, then worked them out in grayscale.

The app’s main user flows.

The app’s main user flows.

Low-fidelity screens for every step.

Low-fidelity screens for every step.

Solutions

Solutions

Solutions

All the final, high-fidelity screens I produced for this app.

All the final, high-fidelity screens I produced for this app.

All the final, high-fidelity screens I produced for this app.

Onboarding screens
Onboarding screens

Onboarding

Sign-up, login, and password reset stay simple, with the brand gradient carrying through each step.

Onboarding

Sign-up, login, and password reset stay simple, with the brand gradient carrying through each step.

Dashboard & assets

Home shows accounts and beneficiaries at a glance, with recent activity right below. Assets are grouped from banks to real estate to trusts.

Dashboard & assets

Home shows accounts and beneficiaries at a glance, with recent activity right below. Assets are grouped from banks to real estate to trusts.

Dashboard & assets screens
Dashboard & assets screens
Membership screens
Membership screens

Membership

Clear membership tiers and simple payment management, with an easy upgrade path.

Membership

Clear membership tiers and simple payment management, with an easy upgrade path.

Every high-fidelity screen of BeneficiaryPlan
Every high-fidelity screen of BeneficiaryPlan

Every high-fidelity screen.

Every high-fidelity screen.

Looking back

Looking back

Looking back

I really enjoyed this one. It gave me room to experiment with new Figma techniques and push my logo design further than I had before.

I really enjoyed this one. It gave me room to experiment with new Figma techniques and push my logo design further than I had before.

I really enjoyed this one. It gave me room to experiment with new Figma techniques and push my logo design further than I had before.

Contact

Don’t wait for inevitable.
Let’s build something irreplaceable.

Get in touch today to align your product vision with current & future design standards.

Build by Rok Verčko

© 2026 Tilak Patel. All rights reserved.