estate-planning
Per-state estate-planning checklist generator. Decision-support for working with an attorney; not legal advice.
Launch kit
estate-planning — launch kit
1-liner
Per-state estate-planning checklist generator. Decision-support for working with an attorney; not legal advice.
Tweet hook
Most adults don't have a will. The friction isn't cost — it's "what do I even need?"
Built a per-state checklist generator. Concrete document list, witness/notary requirements, self-check questions.
$39 one-shot 🧵
- r/personalfinance
- r/estateplanning
Cold-email ICP
Probably better as inbound. Cross-promote with personal-finance Substack writers.
SEO content
- "Estate-planning checklist by state"
- "Will-only vs trust+will decision tree"
Documentation
estate-planning
Estate-planning intake + per-state checklist generator. Tells you which documents you need, which require witnesses + notarization, and what self-check questions to ask before booking the attorney.
⚠️ NOT legal advice — output is a starting checklist for working with a licensed estate-planning attorney.
Pricing
- $39 one-shot personalized checklist (PDF download)
- $99 + monthly check-in reminder
- $799 concierge — we coordinate with your attorney to deliver everything
Run
cd C:\openclaw-products\estate-planning
python -m venv .venv
.\.venv\Scripts\activate
pip install -e .
estate list-docs --state California --has-minor-children --estate-value-usd 1500000
Roadmap
- All-50-states coverage (currently DE, CA, FL, TX core)
- PDF export
- Attorney-finder integration (referral fees from estate planners)
- Annual review reminder cron