Cory McKay

Background

Active beta user and product tester. Providing detailed feedback on the platform. Beneficiary is Caitlin.

Activity Log

2025-12-16

Cory tested the software and provided detailed product feedback:

UX issues flagged:

• Family details page didn’t scroll to bottom — couldn’t find “done” button (Tim’s note: resolution issue, screen tightened since)
• Address entry blocked by scrolling issue

Product ideas raised:

• “Lite version” concept — essential info only (bills, life insurance execution, key credentials) for simpler estates
• Progressive data gathering: a pre-entry worksheet that captures the essentials first, then drives deeper detail based on asset/will complexity
• Wants to know if will structure drives the level of detail required
• Flagged time commitment concern for advisors walking clients through it — and the compensation question this raises

Note: Cory’s “lite version” and progressive gathering concepts align with what Tim has already documented in Progressive Information Gathering. Worth looping Cory back in when that feature develops.