A complete planning system for families who prefer to organize the work themselves.

Family transition planning workbook, tablet, document inventory, and house keys organized on a walnut table

Best for families who want structure and control, without handing over any of the process.

Inside the guide

• 20 decision areas organized around the work families actually face

• Owner and deadline tracking

• A document and account inventory

• Vendor comparison worksheets

• A decision log

• A practical 30-day action plan

Use it to replace scattered notes, texts, and open loops with one working system the family can follow - use what makes sence, ignore what’s’s not applicable.

$199 one-time purchase. Self-directed digital resource; no live support is included.

Purchase the Digital Guide