Attorney intake packet
Generate a preparation packet from your workspace. This is not a legal document — review with your attorney.
Packet readiness
- 0 asset(s) in inventory
- Trustee or successor trustee named
- Beneficiary added
- Funding tasks reviewed
Ready to export your attorney intake packet?
One-time $49 — includes your asset inventory, people map, funding checklist, and family worksheet. Most families save $600–$1,500 in attorney prep time.