OptimizationGuide9 pages
The Legacy Conversation, Made Easier
A guided prompt sheet for the money conversation with parents, partners, and adult children.
The hardest part of estate planning is not the paperwork — it's the conversation. These prompts open it without making anyone defensive, and end with decisions written down.
What’s inside
- Openers that lower the temperature
- Documents and locations to confirm
- Roles: executor, trustee, power of attorney
- Values and intent, not just assets
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