A multigenerational family reviewing notes together at a dining table
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.