Resources
Scripts, checklists, guides, and real-talk articles — for everyone navigating estate planning and family inheritance from every angle.
Scripts & Templates
How to start the estate talk with aging parents
What to say when a sibling demands their inheritance now
Telling children their grandparent died
Asking an executor for an accounting
Requesting a copy of the will as a beneficiary
The family meeting opening statement
Checklists
Family Estate Readiness Checklist (47 items)
Executor first-30-days checklist
What to gather before meeting an estate attorney
Real estate inherited — decision checklist
Digital assets — what to find and what to do
Deep Guides
Probate explained in plain English
The difference between a will and a trust
What happens to a house when someone dies
Medicaid estate recovery — what families don't know
How to value personal property in an estate
Step-up in basis and inherited property taxes
Family Dynamics
Why siblings fight over estates (and how to stop it)
The fairness trap: equal vs. equitable distribution
How to run a family estate meeting
When to use a mediator instead of an attorney
Blended families and estate conflict — what's different
Plan Your Passing is not a law firm. The information on this site is for general educational purposes only and does not constitute legal, financial, tax, medical, or professional advice. No attorney-client relationship is created by reading this site or using any tool on it. Estate, probate, tax, and inheritance laws differ by country, state, province, county, and individual circumstance, and they change over time. You are solely responsible for confirming the laws that apply to you. Always consult a licensed attorney in your jurisdiction before making any legal, financial, or tax decision regarding wills, trusts, beneficiaries, probate, real estate transfers, gifts, or end-of-life directives. The author, operators, and affiliates of this site disclaim all liability for actions taken or not taken based on its contents.
Free resource
Start with the checklist
Download the free Family Estate Readiness Checklist — 47 things to do, say, find, and decide.
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