DIY Estate Planning Document Platform
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DIY Estate Planning Document Platform

Inspired by a conversation on:

HerMoney with Jean Chatzky

HerMoney with Jean Chatzky

Ep 490: Protect What You’ve Built: Estate Planning Strategies Every Woman Should Know

Host: Jean Chatzky

Timestamp: 10:06 - 10:56

Listen to Episode • View Podcast • All Ideas from HerMoney with Jean Chatzky

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Direct Quote

"You do not need an attorney to do a health care proxy. I was a New York state legislator involved with our state's health care proxy law."

Summary

The idea is to create a digital platform where individuals can easily access and customize estate planning documents without needing to hire an attorney. This platform would offer a range of DIY templates for health care proxies, living wills, and other essential estate planning documents. By leveraging technology, the platform can guide users through the process of creating necessary legal documents, ensuring they meet legal requirements and are tailored to their personal situations. This would empower individuals, especially those who may feel overwhelmed by the traditional legal process, to take control of their estate planning. The target audience includes young professionals, families, and individuals with aging parents who want to secure their legacies without incurring high legal fees. Marketing could focus on the ease of use, affordability, and the emotional peace of mind that comes with being prepared.

Categorization

Business Model
SaaS
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
< $10,000

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
7/10
Evidence
6/10
Overall
7.2/10
Found on August 27, 2025 • Analyzed on August 27, 2025 10:15 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Generalist to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your medium difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available < $10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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