Legado is changing how we think about estate planning. They make it easy, affordable, and emotional—in the best way. Offered as a benefit through work, Legado helps regular people protect what matters most, without all the stress and legal confusion.

We worked with their team to create an animated video that explains what Legado does and why it matters. The goal? Make something meaningful, clear—and even a little fun.

“What a seamless and enjoyable experience. From start to finish the team was supportive, professional, and fast. Would work with them again!”
– Noelle Kimble McEntee

The Challenge

Let’s face it: estate planning isn’t something people want to think about. It feels boring, complicated, or too far off. But the truth is, not having a plan causes a lot of pain later.

Our job was to show how important estate planning is—without making it sad or scary. And to do it in a way that feels real and relatable.

Also: the main character in the video? He’s based on the client’s actual uncle. That was a first for us—and we loved it.

Story & Tone

We built a story around three generations of a family. It starts with small, loving moments—like helping with the car or playing with a grandkid—and leads into a moment of loss. But we kept the tone light and respectful, never letting it get too heavy.

To balance things out, we added a recurring parrot character (a fun nod to Legado’s brand). It brings a touch of humor and shows up throughout the video.

Sketches & Styleframes

Before jumping into animation, we explored multiple visual directions through hand-drawn sketches and detailed styleframes. This helped align early on with the client’s expectations—especially for the scenes involving the uncle character and emotional story beats.

Our initial sketches captured the mood and pacing, while the styleframes helped lock in the final look: clean backgrounds, warm color palettes, and expressive characters. It was important that everything—from a garage door to a will document—felt human and familiar, never sterile or corporate.

Visual Approach

• Illustration: Simple, warm drawings that feel personal
• Transitions: Smooth scene changes to keep the story flowing
• UI Animation: Clear and easy-to-follow steps from Legado’s real product

Icons & Visual Assets

We also worked closely with Legado’s brand library to incorporate existing icon sets and UI design. Every icon used within the laptop interface and document overlays matched their design system, ensuring a cohesive visual experience.

Final Thoughts

The result is a video that makes people smile, even while talking about something they’ve probably been putting off for years. It helped Legado explain their service in a simple, relatable way—and gave them a strong tool for employee enrollment and outreach.

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