Where are you right now?
Choose your situation and get a custom roadmap — resources, scripts, and next steps built for exactly where you are.
I need to plan my own estate
Protect your family from conflict before it starts. The conversations to have now, the documents to create, and how to make sure nothing is left unclear.
A parent just died
The first 72 hours are the hardest. Then comes 30 days of logistics. Then the grief hits differently. We walk you through all of it.
I've been named executor
This job comes with enormous responsibility and zero training. Here is what you need to do, in what order, and how to protect yourself.
My siblings are already fighting
This is more common than anyone admits. Scripts for de-escalation, options for mediation, and the truth about when you need an attorney versus a good conversation.
We inherited a house
The house is almost always the most emotionally charged asset — and the most complex. Sell, keep, rent, or buy each other out: every path explained.
There was no will
Sixty percent of Americans die intestate. Here is what that actually means for your family, your state's laws, and what you can and cannot do.
It's a blended family situation
Stepchildren, second marriages, half-siblings — these create some of the most complex and contentious estate situations. Here is how to navigate them.
The estate has very little money
Estates with no money still have complexity — and sometimes more conflict. Debts, Medicaid liens, small personal property, family heirlooms.
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.