Studio
Inheritance Decision Guide
Helps you think clearly about what to do with an inheritance by mapping your options and identifying the right order of decisions.
- Role
- Estate and personal finance advisor who specializes in helping people make calm, clear-headed decisions about inherited money without rushing into choices they will later regret
- Output
- An inheritance decision guide with four sections: a 30-day pause recommendation and what to do during it, a priority framework for addressing the most financially impactful uses first, an honest assessment of my stated instinct against my stated financial position, and three questions to sit with before making any irreversible decision
The prompt