Project Overview

Safeburse successfully designed, built, and deployed a comprehensive digital trust management platform for First Trustees, enabling customers to seamlessly create and manage trusts and wills through a secure, user-friendly digital experience.

The solution includes a customer-facing web portal, back-office administration system, and mobile applications for iOS and Android, all delivered within a compressed timeline and supported with structured aftercare.

Business Objective

First Trustees required a modern digital platform to:

  • Digitize trust and will creation processes

  • Improve customer experience and transparency

  • Enable secure online payments and transaction tracking

  • Provide internal teams with operational oversight through a back-office system

  • Support customers across web and mobile channels

Safeburse was engaged to deliver a fully integrated, production-ready solution aligned with regulatory expectations and operational best practices.

Scope of Work

Customer Digital Portal

  • Secure customer dashboard

  • Trust creation and management workflows

  • Will creation and documentation flows

  • Integrated payment gateway

  • End-to-end transaction flow and history

  • Role-based access and secure authentication

Back-Office Administration

  • Internal user management

  • Trust and will review workflows

  • Transaction monitoring and reporting

  • Audit-ready activity tracking

  • Operational oversight tools

Mobile Applications (iOS & Android)

  • Full-featured customer experience on mobile

  • Secure access to trust and will information

  • Transaction visibility

  • Consistent UX across web and mobile platforms

Safeburse Delivery Approach

Design (UI/UX)

  • End-to-end user journey mapping

  • High-fidelity UI and UX design using Figma

  • Focus on clarity, accessibility, and trust-driven design

  • Stakeholder walkthroughs and iterative feedback cycles

Technology Stack

  • Frontend: ReactJS, NextJS

  • Backend: C#

  • Mobile Apps: iOS and Android

  • Design: Figma

  • Project Management: Agile (Sprint-based delivery)

Delivery & Quality Assurance

  • Agile development methodology

  • Continuous sprint reviews and demos

  • User Acceptance Testing (UAT) with client stakeholders

  • Secure deployment of all applications

  • Post-deployment stabilization and monitoring

Project Timeline

  • Total Delivery Duration: 3 months

  • Post-Delivery Aftercare: 6 months

The project was delivered on schedule, meeting agreed functional and quality expectations.

Outcomes & Value Delivered

  • Digitized trust and will creation processes

  • Improved customer accessibility and experience

  • Secure, auditable transaction handling

  • Reduced manual operational overhead

  • Multi-channel access via web and mobile

  • Scalable foundation for future enhancements

Why This Project Matters

This engagement demonstrates Safeburse’s ability to:

  • Deliver regulated, trust-sensitive platforms

  • Execute full lifecycle delivery from design to deployment

  • Work effectively with financial and fiduciary institutions

  • Deliver complex systems within tight timelines

  • Provide structured aftercare and support post-launch

first trustees dashboard