NAME IT FIRST

Workbook

The Inheritance Workbook

What to Do When Money Arrives That You Didn't Earn — and All the Feelings That Come With It

The money arrived. The person it came from did not. Both need to be written down.

This is for:

For the person who received an inheritance and finds the money arrives with grief, guilt, and identity questions no financial advisor addresses.

You'll produce:your Your Wealth Plan

The Name It First Experience

The money arrives with grief, guilt, and questions no financial advisor addresses. Your Wealth Integration Plan holds both the practical decisions and the identity work: what the inheritance represents, what your values say, and what you intend to do with it on your own terms. The output is not a financial plan. It is a signed values-based integration document.

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

  1. What feelings came up when you first learned you would receive an inheritance — and which ones surprised you?
  2. What do you know about where this money came from, and what do you still want to understand about it?
  3. What would it mean to honor this inheritance — not just financially, but in how you live?

Research basis

Klontz and Klontz (Mind Over Money, wealth inheritance and financial identity) / Worden (grief research applied to bereavement and estate settlement) / Schwartz (values clarification for financial 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.

$22.99

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.

Not available

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.

$12.99

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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Not available

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.

Paper doesn’t change its mind.

Thoughts change. Documents don’t. The answers you write are there when you return — unchanged by memory or mood.

You won’t just feel clearer — you’ll have written proof of what you decided.

Writing is the mechanism by which internal clarity becomes external evidence. Evidence you can return to, share, and hold someone — including yourself — accountable to.

Every question is answerable by everyone.

Every question in every title is answerable by the person for whom the assumed experience is true and by the person for whom it is not. No reader is excluded by how a question is built.

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