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Pre-meeting briefing

Walk into your attorney meeting prepared.

Answer 8 questions in plain English. We'll generate a printable one-page briefing your attorney or CPA will love receiving. Saves billable discovery time and gets you out of the meeting with a real plan instead of a follow-up.

How this works

The briefing endpoint at /api/briefing already exists for attorneys building their own intake. This consumer-facing version uses the same engine but tunes the output for what a family wants to bring TO an attorney — not what an attorney wants to write.

  1. Answer the 8 questions below (5 minutes)
  2. We hand it to the AI; you get a structured one-page memo
  3. Print it or email it to yourself before your meeting
  4. Hand the printed copy to your attorney at the start of the meeting

Coming soon

Interactive briefing form

For now, while we polish the consumer-facing form, you can use Roger's AI assistant on the homepage — paste these 8 prompts and the assistant will generate the briefing.

The 8 topics to cover

  1. Family snapshot — e.g., Married 12 yrs; 2 kids (ages 8, 11); 1 stepchild from prior marriage
  2. Real estate — e.g., Primary residence (CA); rental property (AZ); no commercial
  3. Retirement / investments — e.g., 401k at Fidelity ~$580K; spouse Roth IRA $190K; brokerage at Schwab $220K
  4. Current documents — e.g., Old will from 2014; no trust; no POA; healthcare directive from 2019
  5. Beneficiaries you've noticed need updates — e.g., 401k still names my parents; life insurance from before remarriage
  6. Family concerns / dynamics — e.g., Worried about adult daughter from first marriage; want clarity for blended family
  7. Questions you most want answered — e.g., Do we need a trust? How does CA Prop 19 affect us? Is our life insurance enough?
  8. Anything urgent — e.g., Diagnosed Stage 2 cancer last month; want plan complete in 60 days
Use Roger's AI assistant →Add annual review to my calendar →