Kit
The Family Meeting About Money Workbook
The Inheritance Conversation Nobody Wants to Have
Money talks are never about money. This is how you have the real one.
For the families navigating the inheritance conversation — adult children, aging parents, and siblings who know the conversation needs to happen before someone dies or someone is blindsided, and who do not know how to start it.
The Name It First Experience
Family conversations about inheritance are among the most avoided and most consequential conversations families do not have. The result is grief compounded by financial surprise, sibling conflict that outlasts the money, and wishes that were never documented because nobody asked. This kit gives families the structure for the conversation before it becomes urgent: what the parents want, what the children expect, what assumptions are in the room that nobody has named. The output is not an estate plan. It is The Family Meeting About Money Agreement.
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 are your family's actual shared financial values — and are they aligned?
- What outcome do you need from this conversation — and what are you willing to put on the table?
- What decisions need to be made together — and what would a good process look like?
- What has been hardest to talk about honestly — and what would happen if you did?
Research basis
Family financial communication research / inheritance conflict studies / family systems theory (Bowen) / financial therapy (Klontz) / estate planning psychology
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.
Not available
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.
Not available
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.
Partner Pair
Built for two. You each work your own copy, on your own time — then you bring them together and compare, one answer at a time.
The comparison is the conversation.
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