Having dealt with this with a couple of family members, set it a similar system for my spouse and I, and also been tech support for numerous friends doing somethign similar I'll provide a couple notes * The biggest product market fit note to me is that this misunderstands the information access challenge. My experience has been that you are on 'step 2' of the information - organizing it and accessing it. Step 1 is ge…
When a user connects their email address we automatically search for 70 categories of critical documents & bills (ex: property tax, homeowners insurance, life insurance, etc...) so all they have to do is click yes to confirm instead of trying to remember what's important and where it's stored.
The next step is series of simple yes/no questions to help folks remember what critical documents/contacts exist.
If you have other suggestions to make the process less stressful, we definitely want to hear them.