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Estate document workflow demo

Recorded working demo

Questionnaire and review audited October 3, 2026. Sample app under rebuild; payment, downloads and admin completion are not established.

Give a complex questionnaire a clear review step.

Estate-planning demo’s “Try the demo” page with a SAMPLE disclaimer, six testing steps and Stripe test-card 4242 instructions.

Software demonstration, not legal advice. Stripe test-card instructions are synthetic and charge nothing.

The sample’s /try/ page, with a SAMPLE banner, six testing steps and Stripe test-mode card instructions. The page does not establish completed payments or downloads.

My contribution

I built the guided questionnaire, state-specific recommendation flow and editable review step.

Keep answers reviewable as the questions branch.

A complex intake needs a clear sequence and a place to check the answers. I built the questionnaire around guided questions and state-specific recommendations, then added an editable review flow.

Tools used

Python · Django · Cloud Run

The sample app presents its testing path with a prominent SAMPLE label. Its documents are part of a software demonstration, not legal advice.

Guided intake and editable review.

The questionnaire and review were audited October 3, 2026. Those are the completed demo stages described here; payment, downloads and admin completion remain outside that result while the app is under rebuild.

Demo source and recorded interface reviewed October 6, 2026. The completed questionnaire and review stages were audited October 3, 2026.

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