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Snapshots

Transfers Research

Moderation Guide

User Interviews

Insights/Analysis

The problem

The existing process for managing deceased estate shares was outdated, confusing, and took on average 51 days for users to complete.

The plan

Talk with people across key user groups to hear firsthand their experiences with the transfer process, identify pain points, and find/validate what areas have room for improvement.

My role

  • Wrote a detailed moderation guide


  • Interviewed 8 out of the 11 users

  • Took and organized notes during and after each session

  • Worked with the senior designer to distill key insights and prioritize UX recommendations

The results

  • Validated our assumption that most users would be open to fully digital processes


  • Uncovered a major paint point that further justified our choice to introduce facial recognition for ID verification

  • 4 additional desirable features flagged for potential future releases

© 2026 by Sara Goodnight. All rights reserved.

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