Workbook
What Do You Want to Leave Behind
The Estate Planning Preparation Workbook — Before You Call the Attorney
This workbook names what you want to leave behind — values, stories, and instructions — before you see the attorney.
For the person who needs a will or estate plan but has never been asked the questions that make a will meaningful — not just who gets the house, but what values you want preserved, what stories you want told, what you want your money to mean, and who should not be in the room when decisions are made.
The Name It First Experience
A will distributes assets — this workbook names what those assets were meant to mean. What Do You Want to Leave Behind walks you through the questions an attorney never asks: what values you want preserved, what stories you want told, what you want your money to mean, who should be in the room when decisions are made, and what you want the people who survive you to actually know about the life you built. It is for the person who has been avoiding estate planning — not because they do not want their wishes honored, but because no one has ever asked them what their wishes actually are. You finish with a documented legacy preparation — the values, stories, and instructions that make the attorney meeting worth having.
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 most want to leave behind — not the assets, but the values, the stories, the things you want remembered?
- What do you want the people who outlive you to understand about who you were and why you made the choices you made?
- What decision in your estate plan do you most want to explain in your own words rather than leave to legal language?
Research basis
Narrative therapy / legacy research / grief preparation / family systems / 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.
$22.99
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.
$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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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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