The Guided Interview
Instead of facing 53 blank pages, just have a conversation. I’ll ask one gentle question at a time — about your people, your documents, your accounts, and your wishes — and turn your answers into a completed workbook summary.
It takes about 15–20 minutes. Say “skip”anytime. Pause whenever you need to — your progress is saved automatically on this device.
🔒 Your privacy, by design
I will never ask for Social Security numbers, passwords, PINs, or full account numbers. This workbook records wherethose things live — never the numbers themselves.
Nothing here needs to be exact, and nothing is required — skip anything you don’t have handy and fill it in later.