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The Estate Conversation Workbook
What You Want to Leave and Who You Want to Leave It To — Named
The documents are the end of the estate conversation. This workbook is the beginning.
For the Adults beginning or updating estate planning; those who want to have the estate conversation with family before the attorney does; those who know what they want but have not yet named it in a way their family can understand.
The Name It First Experience
Estate planning creates documents. This workbook creates understanding. It names what you want to leave, who you want to leave it to, and why — so the family conversation about inheritance is about your values, not about disagreements that could have been prevented. The Estate Conversation Agreement is yours when you finish.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What do you want your family to be spared from having to figure out without you?
- What conversations have you been putting off — and what would it take to have them now?
- What are your actual priorities for how your estate is handled — and are they documented?
- What matters most to you about how your wishes are carried out — and have you made that clear?
Research basis
Estate planning conflict research (American College of Trust and Estate Counsel): the majority of post-death family conflicts are not about the amount of the estate but about perceived unfairness and unexplained intentions — values communication prevents most of it. Financial therapy (Klontz): inheritance decisions are driven by money scripts and family values that estate documents do not address / explicit values conversation is the intervention. Legacy research (McAdams): the generativity motive — leaving something that outlasts you — is the primary psychological driver of estate planning / naming it explicitly improves the quality of planning decisions.
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$19.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
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Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$9.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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