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 privacy, by design
I will never ask for Social Security numbers, passwords, PINs, or full account numbers. This workbook records where those things live — never the numbers themselves.