A clearer picture.
Work through your household, dependents, property, accounts, debts, beneficiary designations and existing documents.
The free, five-question quiz
A will, a trust,
or both?
Start with five questions about your situation. Get a personalized educational starting point, then explore the questions to bring to an estate-planning attorney.
About two minutes · Name and email requested after the questions
An optional next step after your result
Before You
See a Lawyer
A little space to think.
A useful place to begin.
Who would you want to handle important responsibilities?
What do you want to ask your attorney?
Sample prompts · Your answers stay on your device
1. Take the free quiz2. Enter your email and see your result3. Explore the optional $67 workbook
After your personalized result
An optional way to prepare further.
Time to think.
Consider the people you might name for important roles and the questions you want to discuss about your family and future care.
A place to follow through.
Bring a document checklist and questions to your appointment, then keep track of the actions you agree with your attorney.
The optional $67 workbook
Preparation you can do at your own pace.
Thirteen sections guide you through the information and decisions to discuss. Add rows when you need them, save a backup copy, and print either your completed answers or a blank worksheet.
Not sure about an answer? Leave yourself a question. You don't need to settle legal decisions before the meeting.
Begin with the free quiz →A few questions to think about
- Which documents have you already prepared, and where are they kept?
- Who are you considering for executor, trustee or guardian roles?
- Which account beneficiaries do you need to check?
- What would you like your attorney to explain?
The workbook organizes your answers. It does not create a will, trust or other legal document.
Privacy built into the product
Your personal answers stay with you.
The workbook saves your answers in your browser on your device. It does not send those answers to us. Use “Save a copy” to make your own backup; clearing browser data can remove saved progress.
Checkout separately collects the information needed to process your purchase. Use a device you trust for the workbook.
Your first step
Start with the free quiz.
Five questions introduce topics you may want to discuss with an estate-planning attorney. The result is educational, not a recommendation about which legal documents you need.
Take the free quiz ↗The quiz asks for your name and email to continue to the result.
Before you begin
A few practical answers.
What does the $67 buy?
Access to the interactive Before You See a Lawyer workbook: thirteen sections, repeatable entries, a glossary, backup export/import and two print options. It is a one-time purchase with no subscription.
Is this legal advice or document drafting?
No. TrustorWill is an independent educational resource, not a law firm. The workbook prepares you for a conversation with a licensed attorney in your state. It does not decide which estate plan is appropriate for you or create legal documents.
Will it reduce my legal bill?
Organizing information can make an appointment more focused. Your attorney's fees and process vary; we do not promise a particular saving or meeting length.
How do I get access?
After a successful checkout, you'll open the workbook page. Bookmark it and save a backup of your answers. Use the same browser and device to resume automatically, or export and import your backup to move devices.
What if it isn't what I expected?
The current offer includes a full refund within 30 days. Reply to your purchase receipt to request it.
One manageable next step
Find your starting point.
Take the free quiz. See your personalized result.
Choose whether the workbook is a useful next step for you.