← All resources
The Estate Planning Worksheet
The questions we ask every new client — so you can answer them at your kitchen table, in your own time.
What's inside
- —Asset inventory worksheet
- —Beneficiary designation audit
- —Health care decision questions for your family
- —Guardian and trustee selection prompts
- —The conversation guide for talking to your adult children
22 pages · PDF
What usually happens next
When families read this guide, here's what usually happens.
Most readers come back with two or three specific questions about their own family. That's exactly what the 15-minute introductory call is for. We won't sell you on a program; we'll tell you whether you actually need one.
Schedule the call