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Estate Planning, Simplified

For the first time, EstateSpace offers transformative simplicity to individuals, family offices, and the marketplace of service providers who manage estates.

A woman and a child playing on the couch of their home

EstateSpace is the world’s first SaaS asset management solution that provides a single point of record for a family’s physical assets. There are now over 128 million families in the U.S. who, combined, own over $504 trillion in physical assets. The complexity of tracking houses, boats, cars, jewelry, collections and other physical assets can be frustrating and overwhelming. For the first time, EstateSpace offers transformative simplicity to individuals, family offices, and the marketplace of service providers who manage estates.

Cantina has been an excellent partner in working with EstateSpace to design and develop our latest mobile application focused on asset management. A leader in application development, Cantina has proven to live up to their amazing reputation.

The Opportunity

The EstateSpace vision was clear: to create a mobile experience that would radically simplify estate asset management by bringing under a single platform all the tools that individuals, family officers, and the marketplace of service providers need.

The Challenge

Behind EstateSpace’s promise of transformative simplicity, however, lay a very complex set of problems. The world of estate asset management, and the variety of people who could use the service, encompasses numerous use cases. As a start-up, it was crucial to identify and prioritize the features and functionality that would drive customer engagement and growth. Otherwise, there was a risk of getting lost in features and failing to deliver a service that would be embraced by the market. To achieve this outcome, we worked in three areas:

  • Focus: Product Strategy Prioritization
  • Experience Strategy: Outcomes-Driven Roadmap
  • Prototype: Initial Release
  • Launch: iOS and Android Mobile Development

Focus: Product Strategy Prioritization

With such a compelling vision, it can be tempting to try to do everything. However, boiling the ocean is never a winning strategy. Cantina knew from prior experience working with start-ups that it was essential to prioritize and sequence. At the same time, speed to market for a start-up is always essential.

Because of our long history designing and developing award-winning apps in the financial services industry, we were able to accelerate the path from concept to product while avoiding common pitfalls. We began by helping EstateSpace articulate its product strategy, and then we homed in on the core functionality needed for initial release.

The initial release was key. It would help us get real-world feedback to validate the product experience before overcommitting to a larger development effort. This approach reduced risk from assumptions, which ultimately avoided costly lessons from the market.

Prototype: Initial Release

With a clear understanding of the core functionality, Cantina designed a series of user flows, wireframes, and high fidelity mockups. These were used to validate various approaches and prove both desirability and feasibility.

In parallel, Cantina worked with EstateSpace’s development team to prototype the most promising concepts and demonstrate how they could be used to acquire new and retain old customers. We iteratively tested directional designs with users, refining them based on real-world testing results.

Launch: iOS and Android Mobile Development

Cantina created mobile apps for Android and iOS that enable individuals, family offices, and service providers who manage estates to easily gather information about their assets. These include both quantitative and qualitative data plus photos and other documentary evidence. Through ten interrelated services, the app transforms this data into a simple, secure solution that spans the entire asset management lifecycle, including:

  • Member Management
  • Property Management
  • Asset Management
  • Project Management
  • Inventory Management
  • Financial Management
  • Document Management
  • Workflows
  • Business Intelligence
  • Marketplace

Outcome: Speed to Market for an Award-Winning Solution

EstateSpace needed a new, compelling mobile experience to drive growth and customer engagement. In roughly 16 weeks, we released a product which validated the company’s digital strategy, and which resulted in new sales and additional rounds of funding. Our work was awarded a 2022 W3 Silver Award for best workflow and productivity app.

Download the app today on the iOS App Store or Google Play Store.


If you are interested in learning more about this engagement or how Cantina can help you with a project contact us today. We'd love to help.

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