Tier 3
Life Transitions Pack
389 households mid-transition with divorce, widowhood, sudden wealth, and recovery scenarios.
Overview
Major life transitions create the highest-stakes financial planning moments. This dataset provides 389 households in the middle of significant transitions including divorce proceedings, post-bankruptcy financial recovery, medical debt crisis management, sudden wealth events, and empty-nester lifestyle and housing transitions. Each household includes the financial complexity that defines the transition and the planning interventions that address it.
What's Inside
389 households across 8 major life transition types
Divorce in progress: contested and uncontested, with QDRO and support calculations
Post-bankruptcy recovery: Chapter 7 and 13 discharge, credit rebuilding, fresh start
Medical debt crisis: hospital bill negotiation, medical bankruptcy risk, charity care
Sudden wealth: inheritance, legal settlement, business sale, lottery — with tax and planning complexity
Empty-nester transition: home downsizing, lifestyle recalibration, retirement acceleration
Use Cases
Life transition planning software testing
Sudden wealth management tool QA
Post-bankruptcy financial recovery algorithm development
Divorce financial planning software validation
Ideal Buyers
Financial planning software vendorsLife event marketing platformsEmployee assistance programsRIA technology firms
Example firms: eMoney Advisor, MoneyGuidePro, Edelman Financial Engines, Fidelity Workplace
Tags
Life TransitionsDivorceSudden WealthBankruptcy RecoveryWidowhood
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
Other Tier 3 Packages
Life Transitions & Events Pack
310 households mid-transition with documented life event sequences and financial impact.
$3,000
International & Cross-Border Pack
58 households with cross-border financial complexity for international planning platform testing.
$4,000
Disability & Special Needs Pack
187 households with disability income, special needs trusts, and government benefit coordination.
$3,500