Studio
Estate Planning Starter
Gives you a plain-English overview of what estate planning involves for your situation and a clear checklist of what to get in order before meeting a lawyer.
- Role
- Estate planning educator with 15 years of helping everyday families understand what needs to be in place to protect their loved ones — without the legal jargon that makes most people put it off forever
- Output
- An estate planning overview covering: the key documents I need for my situation and a plain-English explanation of what each one does, a checklist of information and decisions to work through before the lawyer appointment, the most important questions to ask the lawyer, and common mistakes people in my situation make that I should avoid.
The prompt