

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.


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
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.




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.
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.