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Download contact card (.vcf) Branded contact sheet (PDF)The hardest part of estate planning isn't the law — it's the conversation. The Kitchen Table Kit is a free, printable set of worksheets that guides your family through it in about 45 minutes: what you have, what you want, and what should happen next. No lawyer required.
The biggest barrier to estate planning isn't money — it's starting the conversation. Nobody wants to bring up wills over dinner. It feels morbid, or greedy, or simply too big, so year after year the subject gets postponed, and families end up making the hardest decisions of their lives in hospital hallways, unprepared.
The Kitchen Table Kit turns that impossible conversation into a structured, almost game-like activity. Instead of one person nervously raising a heavy topic, the whole family works through a set of printed pages together — questions, lists, and prompts that carry the conversation for you. It's not a legal document. It's an icebreaker with a purpose.
Eight questions no family gets around to asking on its own: Who would raise the kids? Who makes medical decisions if you can't? Who do you trust with the checkbook? Each one has space to write an answer — even a rough one — because a rough answer written down beats a perfect answer never spoken.
A simple inventory page: the home, the accounts, the insurance policies, the things with sentimental weight. Not a formal appraisal — just a list, in one place, of what exists and where. Most families have never made one, and it is the single most useful page an executor will ever hold.
Space for the things legal documents rarely capture: what matters to you about how you're cared for, what you'd want said, what the family should keep doing together. This page has no legal force — and families tell us it's the one they end up keeping the longest.
A one-page summary of where the conversation landed: what you decided, what's still open, and which documents — if any — should be created or updated. Whether your next step is a call to an attorney or just another conversation next month, this card makes sure the evening leads somewhere.
Print the kit, pick a quiet evening, and set aside about 45 minutes. No legal knowledge is needed — the pages tell you what to ask and where to write. Work through it in order, skip anything that doesn't fit your family, and keep the finished pages somewhere safe. The kit is useful even if you never hire us — though if the conversation surfaces questions, we're easy to reach.
Download the Kit — English (PDF)Descargar — Español (PDF)Скачать — Русский (PDF)
When the conversation raises questions, take our Estate Clarity quiz or book a free consultation — no pressure, no obligation. Free Estate Clarity Score →
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