Estate planning surfaces every unspoken expectation a family has ever carried — about fairness, money, who was the favorite, and what the aging parent wants. These workbooks structure that conversation before your clients reach your office. Your expertise stays on the law. We handle the grief.
Families who have named their expectations before they reach your office arrive ready for the legal work. The contested conversations happen on paper, before the billable hour starts. Your conference room can be used for what you are actually trained to do.
A complete set of structured question workbooks built on clinical frameworks in family systems, grief, financial therapy, and anticipatory loss. Each title is designed to produce a document your client can bring to the meeting — in their own words, before you ask a single question. But the documents are only the beginning.
Hands-free guided experience. Your client listens, pauses, answers, continues. Completable while driving to the appointment, walking in the evening, or sitting in the car in a parking lot because they can't do it at home. We remove every obstacle between the assignment and completion.
Complete any workbook directly in the browser. Answers saved, organized, and ready to export. No printing, no scanning. Clients work in micro-moments — the questions that matter most often get answered in unlikely places, at unlikely hours.
Assign titles to clients before the initial meeting. See what they have chosen to share. Export summaries for your case file. The only admin required: approve the assignment and review what your client brings to the table.
One question at a time, with context and support at each step. For clients who need to move slowly through difficult material. You can deliver the workbook in your own voice, with your own framing, so the experience feels like your practice before the meeting begins.
For clients who prefer paper. Every workbook has a print edition. Order in bulk for your waiting room or client onboarding packet. Clients photograph their responses with the Iris code to digitize — no re-transcription required.
Enter your intake notes. The system recommends which title is right for this client and this situation. You approve the assignment. Your client receives a notification and can begin before the week is out.
Chapter 2: What you bring
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Assign the Estate Conversation Workbook with the intake paperwork. Your client names their expectations, fears, family dynamics, and what they want the process to produce — before they walk through your door. Your first meeting starts from substance, not from scratch.
Assign The Caregiving Workbook or the Family Legacy Alignment System to families navigating elder care or inheritance disputes. Each family member completes their section separately. The workbook surfaces every unspoken expectation before it becomes a legal dispute that lands in your conference room.
For executors navigating probate for the first time, assign How to Probate an Estate. For families planning ahead while there is still time, assign What You Leave Behind or the Ethical Will Workbook. Every title produces a document they can bring back to you.
Your counselor Erin has assigned 3 chapters from The Partnership Workbook. Tap to begin.
Deborah Hutchins, 58 — Tulsa, OK
Widowed six months ago when Ray died on an ordinary Tuesday with no warning. No will. A house, a retirement account, and four adult children who loved their father differently.
"I don't even know what I'm supposed to feel. I just know there's a lot of paperwork and nobody agrees on anything."
Her estate attorney assigns How to Probate an Estate before the second meeting. Deborah completes it as an interactive audiobook while driving — a question at a time, in her own time. She produces a completed Estate Settlement Plan: a timeline she can track, an asset inventory she can defend, a family communication approach she can name. She arrives to the next meeting with the document in hand and a list of questions she could not have formed before. The meeting takes forty minutes instead of two hours. The siblings still disagree on the house, but now they are disagreeing about a specific number instead of about who loved their father more.
For your practice: The workbook moved Deborah from overwhelmed and wordless to prepared. She showed up knowing what she was asking for. That is a different meeting.
Browse How to Probate an EstateDennis Whitfield, 41 — Louisville, KY
His father has been hospitalized twice for a condition he refuses to manage. Dennis is the only sibling nearby. He has been the one making decisions, and his siblings have been the ones second-guessing them from three states away.
"My brother flies in for a weekend and tells me I should have done it differently. He hasn't been here in eight months."
Their father's elder law attorney assigns The Caregiving Workbook to both Dennis and his brother before the family meeting. Each completes it separately. Dennis names the labor he has been carrying and what he needs from his siblings to continue. His brother names the distance he has felt and the guilt underneath it. They compare responses before the attorney meeting. The family conversation still isn't easy. But the attorney can now facilitate a conversation with two people who have named what they need — instead of managing a confrontation between two people who don't know what they're fighting about.
For your practice: The workbook converted a sibling conflict into a structured negotiation before it reached your conference table.
Browse The Caregiving WorkbookPriscilla Owusu, 58 — Silver Spring, MD
Her son's mental illness has been the organizing fact of her adult life. He is stable right now, and she is using this window — for the first time — to do estate planning. She wants a plan that protects him without his sister having to carry everything.
"I need to know that this is handled before I'm not here to handle it."
Her estate planning attorney assigns What You Leave Behind and the Ethical Will Workbook. Priscilla completes them over two weeks, capturing what she wants her children to know about her values, her history, and the decisions she made. She writes directly to her daughter about the caregiving role she has never officially asked her to carry. She writes to her son about his own history in her voice, not the clinical one. She produces a legacy document that exists alongside the legal one — the part no attorney can write and no will can hold. She brings both documents to the signing meeting. Her attorney has never had a client arrive so prepared for what the documents can and cannot do.
For your practice: Priscilla's signing meeting was a closing, not a crisis. The workbook handled every conversation the legal document cannot have.
Browse What You Leave BehindYour logo, your questions, the Purpose Built methodology underneath. Clients receive it with their retainer paperwork and complete it before the first meeting. You receive a structured account of their family situation, their expectations, and the conversations they are dreading — in their own words, before you ask anything. Estate planning conversations succeed when they start with values instead of documents.
Your clients see your practice. They experience our methodology underneath it.
The full catalog is available to your practice. Each card shows what the title contains, which client to give it to, and when in the legal process to assign it. Every title produces a document your client can bring to the meeting — signed and in their own words.
Assign digitally through the dashboard. Client receives a notification and can begin immediately. Completed before the first meeting.
Order print editions in bulk. Keep copies in your office. Clients take one home and complete it before the next meeting.
Give at the close of an engagement as a legacy workbook for the client to complete. The conversation the documents opened, continued on their own terms.
For elderly clients: every workbook has a print edition and a large-print edition. Iris codes inside allow family members to digitize responses with any phone camera.
These titles reach families through the organizations that serve them — not just through attorney referrals. Volume pricing and co-branded editions are available for all community partners.
Distribute to member practices. Include in continuing education resources. Provide as client preparation tools at elder law seminars and community outreach events.
Give families the tools to capture what the will cannot — values, stories, and final wishes — while the person is still able to participate. What You Leave Behind and the Ethical Will Workbook are designed for this window.
Estate planning and financial planning share the same family conversations. Distribute The Family Meeting About Money Workbook and the Family Legacy Alignment System as part of comprehensive wealth transition planning.
We agree to:
From The Partnership Workbook's charter pages. Your words go here.
8:00 AM — Marguerite opens her dashboard before the first meeting. Three clients completed their assigned workbooks this week. She reads what they chose to share. She already knows what each meeting is for before anyone arrives.
9:00 AM — Her first client is a widow navigating probate for the first time. She completed How to Probate an Estate as an interactive audiobook while walking her dog last Tuesday. She arrives with a timeline, an asset list, and three specific questions. The meeting runs forty-five minutes and ends with a plan. Nobody cried in the conference room.
10:30 AM — Two brothers. Both named executor. One lives ten minutes from their mother. One lives in Phoenix and flies in twice a year to have opinions. They completed The Caregiving Workbook separately before this meeting. They arrive having named, in their own words, what the labor actually looks like and what they need from each other. Marguerite facilitates a real negotiation. The brothers leave with a caregiving charter. The estate plan can move forward.
12:30 PM — Over lunch, Marguerite assigns What You Leave Behind to a new estate planning client before their second meeting. The client is 71, has four children, and has never told any of them what she wants. The workbook can hold that conversation. Marguerite cannot bill for it, and shouldn't have to.
2:00 PM — A family navigating an estrangement. A daughter who hasn't spoken to her brother in six years. Their father has died. The estate requires both of them. Marguerite assigned After Estrangement: Family two weeks ago. Both siblings completed it. Neither is ready to reconcile. But both have named what the relationship is — and what they need from the legal process to protect themselves through it. Marguerite can now draft the settlement structure.
4:00 PM — End of day. Marguerite sends the Family Legacy Alignment System to a new estate planning family with four adult children, three states, and a beach house everyone wants. It can arrive before the conflict does. Thursday with Purpose Built Press.
Four meetings. Every one started from somewhere real. The conference room stayed on the law.
Families arrive to estate meetings carrying decades of unspoken grievance, competing stories about what the parent wanted, and no shared vocabulary for what is fair. The first hour is consumed by conflict the documents cannot resolve. You spend billable time doing family therapy for which you are not trained and which does not move the legal work forward. Clients leave unsatisfied not because of your legal work, but because the family conversation never happened.
Families arrive having named their expectations, their fears, and what they need from the process. The contested conversations have happened on paper, before the billable hour begins. Your meeting can stay on the law. Your conference room can be used for what only you can do. Clients leave satisfied not just with the legal outcome, but with the process — and they tell their siblings, their financial advisors, and their friends.
| 10–24 | 25–49 | 50–99 | 100–249 | 250+ |
|---|---|---|---|---|
| 15% | 20% | 25% | 30% | 35% |
Clinical frameworks in family systems, anticipatory grief, financial therapy, and behavioral economics — applied at the right depth for each title. Every product produces a document your client can sign and act on. 30-Day Guarantee. If this does not start the conversation you need, send it back. Physical editions only.
Choose one title from the catalog. Assign it before your next estate meeting. See what your client brings to the table when they have named their expectations in advance. Browse titles →
Your logo, your questions, our methodology underneath. Clients complete it with their retainer paperwork. Your first meeting starts from substance. Start now →
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