The A-E Report
Get Organized for Estate Planning in 30 Minutes
A free tool that helps you walk into your attorney meeting fully prepared — organized, confident, and ready to build a complete estate plan.
30 Minutes
Complete the framework in half an hour
6 Categories
Organized framework covers everything
Attorney Ready
Walk in prepared and confident
Make the most of your first attorney meeting
Families who arrive organized move faster and leave with a clearer plan. The A-E Report gives you a simple framework so your attorney can focus on building your estate plan — not gathering information.
The A-E Report gives you a simple framework to organize your assets, beneficiaries, control, distribution, expenses, and funding—so you walk in confident and leave with a clear plan.
What's Inside the A-E Report
Assets
Real estate, bank accounts, investments, business interests, personal property, digital accounts inventory
Beneficiaries
Who gets what, contingent beneficiaries, special needs considerations
Control
Who makes decisions, powers of attorney, healthcare directives
Distribution
Timing, conditions, equal vs equitable considerations
Expenses
Ongoing vendor payments to prevent service disruptions
Funding
Filing documents for legal recognition
Download Your Free A-E Report
Get instant access to the PDF workbook. No credit card required.
Disclaimer: The A-E Report is for informational purposes only and does not constitute legal advice. Please consult with a licensed attorney for specific guidance on your estate planning needs.