Free library
Resources
Scripts, checklists, guides, and real-talk articles — for everyone navigating estate planning and family inheritance from every angle.
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Scripts & Templates
Script
How to start the estate talk with aging parents
5 min read
Script
What to say when a sibling demands their inheritance now
3 min read
Script
Telling children their grandparent died
4 min read
Template
Asking an executor for an accounting
2 min read
Template
Requesting a copy of the will as a beneficiary
2 min read
Script
The family meeting opening statement
3 min read
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Checklists
Checklist
Family Estate Readiness Checklist (47 items)
Download
Checklist
Executor first-30-days checklist
12 min read
Checklist
What to gather before meeting an estate attorney
5 min read
Checklist
Real estate inherited — decision checklist
8 min read
Checklist
Digital assets — what to find and what to do
6 min read
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Deep Guides
Guide
Probate explained in plain English
15 min read
Guide
The difference between a will and a trust
10 min read
Guide
What happens to a house when someone dies
12 min read
Guide
Medicaid estate recovery — what families don't know
18 min read
Guide
How to value personal property in an estate
8 min read
Guide
Step-up in basis and inherited property taxes
12 min read
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Family Dynamics
Article
Why siblings fight over estates (and how to stop it)
10 min read
Article
The fairness trap: equal vs. equitable distribution
8 min read
Guide
How to run a family estate meeting
15 min read
Guide
When to use a mediator instead of an attorney
7 min read
Article
Blended families and estate conflict — what's different
12 min read
Free resource
Start with the checklist
Download the free Family Estate Readiness Checklist — 47 things to do, say, find, and decide. Works whether you're planning ahead or starting too late.
No spam. One email with the checklist, then occasional updates.