Created by a financial planning professional

You've seen what happens when there's no plan. Now do something about it.

Getting started is often the hardest part, and taking action means you're already doing something meaningful for yourself and for the people you care about.

Get the complete system — $299
Private and secure
Any device, any pace
Professional report included

Why this exists

Most people don't prepare. Then something happens.

When Margaret slipped on the ice outside her home, her daughter Lily assumed the hospital would take care of everything. But when doctors needed permission for a risky procedure, they couldn't ask Margaret — she was unconscious.

Lily froze. She knew her mother valued independence, but also knew Margaret feared being kept alive by machines. She remembered vague conversations, half-finished sentences. But nothing was written down. Nothing was clear.

And now, in a fluorescent hallway with nurses waiting, Lily had to make a decision that would shape the rest of her mother's life. She did her best. But afterward, she carried a quiet ache — wondering if she had chosen what she thought was right, or what her mother truly wanted.

What brought you here

Something changed. Now you know it can't wait.

A parent passed away

You watched what no plan looks like. You won't let your family go through the same thing.

A health scare

A diagnosis or close call made it suddenly, urgently real. You can't put this off.

Family conflict

You've seen the legal fees, the arguments, the broken relationships that follow unclear estates.

A new chapter

Marriage, a new baby, or significant assets that made you realize what's really at stake.

The problem most people don't see

You probably already have someone in mind. That might be the problem.

Most people choose their executor, financial POA, and healthcare proxy by default — based on family role, birth order, or social expectation. Not because that person is actually the right fit for the job. Estate Prep Partners is the only system that challenges you to evaluate every key decision intentionally, not by assumption.

The spouse — chosen because that's what spouses do

Linda was named executor simply because that's what spouses do. Grieving deeply, she delayed several key filings. The estate had to reopen probate. Additional legal fees. Months of stress. She later said she wished she had asked someone else — not because she didn't care, but because she cared too much.

The oldest child — chosen by birth order, not qualification

Elaine automatically listed her firstborn as executor. He lived nearby. It felt natural. But he struggled with paperwork and avoided difficult conversations. Her longtime friend — calm, organized, steady in a crisis — was the clear right choice. Elaine had chosen out of habit, not suitability.

The closest family member — chosen because they love you most

Your healthcare proxy may be needed in a fluorescent hospital hallway with nurses waiting. The person who loves you most may freeze. May defer to family pressure. This role requires someone who stays calm under pressure, asks the right questions, and honors your wishes even when it's hard.

Estate Prep Partners gives you a structured scoring system for every key role — executor, financial POA, and healthcare proxy. You evaluate up to three candidates across 10 categories each. The scores tell you what your instincts may not. Most people are surprised by who rises to the top.

What's included

Everything in one place. At your own pace.

Designed for every estate -- from straightforward to complex. If your situation involves a blended family, business ownership, a special needs beneficiary, multi-state property, or significant assets, the system identifies your specific circumstances and guides you through targeted questions no standard estate planning tool thinks to ask.

1

Estate Clarity Foundation Workbook

Values, emotional landscape, beneficiary intentions, mission statement, and legacy letter. The foundation everything builds on. 16 guided chapters.

2

Executor Selection Workbook

Score up to 3 candidates across 10 categories — emotional steadiness, stress response, communication, neutrality, integrity, availability, and more. 20 chapters, full scoring system.

3

Financial POA Workbook

Evaluate who can manage your financial life if you can't. Financial responsibility, organization, stress response, trust, and practical availability. 20 chapters.

4

Healthcare Proxy Workbook

Choose the person who will speak for you in a medical crisis. Calm under pressure, ability to advocate, comfort with medical information, family dynamics. 24 chapters.

5

Estate Clarity Binder

Complete asset and account inventory — automatically flows to beneficiary overview, executor roadmap, and professional summaries for your attorney, advisor, CPA, and insurance agent. 18 sections.

6

Unified Professional Report

Your values, decisions, asset inventory, and items needing attention — in one printable report your attorney can use from minute one of your first meeting. AI-powered, printable.

The difference it makes

This isn't a will. It's what makes a will actually work.

Without Estate Prep Partners

✕
Arrive at attorney unprepared
✕
Spend first hour gathering basics
✕
Choose executor by default or obligation
✕
Executor doesn't know where anything is
✕
Family guesses at your wishes
✕
Emotional weight never addressed

With Estate Prep Partners

✓
Arrive with a complete professional report
✓
Attorney advises from minute one
✓
Every role chosen intentionally with scoring
✓
Executor roadmap tells them exactly where to look
✓
Values and intentions clearly documented
✓
Emotional clarity before any legal work begins

Free tools

Not sure where you stand? Start here.

Answer a few quick questions about the person you have in mind. You'll get an honest, personalized assessment — no email required.

Think of the person you have in mind as your executor. Answer honestly — these questions reflect what the role actually requires.

Can they stay calm when others around them are panicking or grieving?
Do they reliably follow through on commitments even when life gets busy?
Are they organized enough to manage paperwork and track multiple tasks at once?
Can they communicate clearly and calmly with family members who may be upset?
Can they stay neutral and avoid taking sides if family conflict arises?
Do they realistically have the time and energy to take this on right now?

Think of the person you're considering as your financial power of attorney. These questions reflect what that role genuinely demands.

Do they manage their own finances reliably — bills paid on time, no major money struggles?
Are they organized and do they complete tasks without things falling through?
Do they stay calm and functional when life gets stressful?
Can they act purely in your interest without personal feelings influencing decisions?
Do they respect privacy and keep sensitive information confidential?
Do they realistically have the time and bandwidth to step in if needed?
Do you trust them fully to actually follow through?
Does your gut say yes — that this person could handle this with genuine care?

A trusted contact is someone your financial institutions can reach if they're concerned about your account — but this person has no authority over your money. Think about who you'd name.

Do you have someone in mind who is reliably reachable?
Will they remain a stable presence in your life for the next several years?
Do they understand this role gives them NO authority over your accounts?
Would they handle a call from a financial institution calmly and clearly?
Have you updated your trusted contact info at your institutions in the last two years?

What people say

Real results from real families.

★★★★★

"After my mother passed I swore I'd never put my kids through that. The emotional workbooks helped me understand why I kept avoiding this — and once I worked through that, everything fell into place."

Margaret T. — Retired teacher
★★★★★

"I walked into my attorney's office with a complete professional summary. She said it was the most prepared she'd ever seen a new client. The whole meeting was actual strategy, not gathering basics."

David R. — Small business owner
★★★★★

"The executor scoring system changed everything. I almost chose my oldest son out of habit. When I scored all three candidates I realized my longtime friend was the clear right choice."

Sandra K. — Nurse

Pricing

One price. Everything included.

No subscriptions. No upsells. No appointments needed.

Complete system — lifetime access
$299
One-time payment · Secure login from any device
  • ✓Estate Clarity Foundation Workbook — 16 chapters
  • ✓Executor Selection Workbook with scoring system
  • ✓Financial POA Workbook with scoring system
  • ✓Healthcare Proxy Workbook with scoring system
  • ✓Estate Clarity Binder with auto-calculations
  • ✓Executor, POA, and Trusted Contact checklists
  • ✓AI-powered personalized summary
  • ✓Unified professional report — printable
  • ✓Adaptive guidance for complex situations — blended families, business owners, special needs beneficiaries, and more
Get started — $299

"There are books that tell you what to do after someone dies. This is the book you need before."

Estate Prep Partners
The Executor Selection Workbook cover

Prefer to start smaller?

The Executor Selection Workbook is available on Amazon for $25 — the same scoring system in book form. It includes a $75 discount code toward the complete system, bringing your total to $249 instead of $299 if you decide to go further.

Find it on Amazon →

Common questions

Answers to what people ask most.

Is this the same as getting a will or trust done? +
No — and that's the point. A will is a legal document. This is the preparation that makes your legal documents actually reflect your wishes. Most attorneys spend the first hour of every client meeting just gathering information. When you arrive with a complete Estate Prep Partners report, your attorney can spend that time advising you instead. This is what you do before you see an attorney, not instead of seeing one.
How is the scoring system different from just choosing someone I trust? +
Most people choose their executor, POA, and healthcare proxy based on who they trust most — which is usually the person who loves them most. But trust alone doesn't make someone the right fit for a role that requires specific qualities under pressure. The scoring system evaluates each candidate across 10 categories — things like stress response, organizational ability, neutrality under family pressure, and practical availability. Most people are genuinely surprised by what the scores reveal.
How long does it take to complete? +
Most people complete the full system in 3 to 5 hours spread across multiple sessions. You go at your own pace — your progress saves automatically so you can pick up exactly where you left off. There's no deadline and no pressure.
Is my information secure and private? +
Yes. Your answers are stored with 256-bit encryption and are never shared with anyone — not with Estate Prep Partners, not with any third party. Only you can access your account. The system was designed from the ground up with privacy as the top priority.
Do I need to know anything about estate planning to use this? +
Not at all. The system is designed for people who have little or no experience with estate planning. Every chapter guides you step by step with plain language, real examples, and space to reflect at your own pace. No legal knowledge required.
What does the professional report look like? +
When you complete the system, it generates a single unified document that includes your core values and intentions, your chosen decision makers and why you chose them, your complete asset and account inventory, your beneficiary designations, and a list of items that may need professional attention. It's formatted to bring directly to your attorney, financial advisor, CPA, or insurance agent.

You're giving your family a tremendous gift: clarity.

Most people wait until it's too late. You're here because something reminded you that waiting has a cost. The people who love you deserve to know what you wanted — and you deserve the peace of having it in order.

Get started — $299
EP

Estate Prep Partners

Here to help

Hi — what brought you here today? Feel free to just tell me in your own words.