What should happen

This section captures wishes without pretending hard family choices are simple. Unequal gifts, exclusions, or uncertainty become attorney-review notes.

Helpful progress

0 of 6 gift areas captured

Unequal gifts, excluded people, or a likely dispute do not block progress. They tell the product to route this plan toward attorney review before signing.

Overall distribution planExample: everything equally to children, everything to spouse first, or a different high-level plan.Specific giftsPersonal items, family heirlooms, vehicles, jewelry, art, or other items intended for a specific person.Charities or causesOptional charitable gifts, memorial donations, churches, schools, museums, or community organizations.Backup beneficiariesWho should receive a gift if the first person cannot? This helps prevent ambiguity.Unequal gifts or excluded peopleAny unequal treatment, disinheritance, prior loans/gifts, or people intentionally left out.Gift-related concernsFamily conflict, government benefits, addiction, creditor risk, divorce risk, or uncertainty.

Plan owner privately confirmedThe plan owner privately confirmed these wishes and says no one is pressuring them to answer this way.

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