Quicken · B2C · personal finance software
Add estate planning tools (wills, trusts, document locker) as an upgrade
Guest calls it an easy upgrade for users; no numbers
Unknownupsell-expansionfeature-development
What they did
Quicken added estate planning tools to its financial management subscription: wills, trusts, and a locker to store important documents, sold as an upgrade to existing users.
In their words
Sub Club by RevenueCat · The Subscription App Industry Rebound — Eric Crowley, GP Bullhound“Quicken's adding like estate planning tools. Really cool. So if you're already on their financial management software, now you can do wills and trusts and have like a locker to store like important documents. That's an easy upgrade for users.”
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