Before the documents · draft
Start with what's on your mind.
Eight questions about people and decisions — not documents. There is no score, no grade, and no legal conclusion at the end. Broad ranges are enough; we never ask for balances, account numbers, or uploads. “I'm not sure” is a perfectly good answer.
1 of 8
What brought this to mind?
There is usually a moment when this moves from someday to now.
Educational only. Not legal, tax, investment, or fiduciary advice.
