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estate-planning

Per-state estate-planning checklist generator. Decision-support for working with an attorney; not legal advice.

Get startedSource on GitHub

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 🧵

Reddit

  • r/personalfinance
  • r/estateplanning

Cold-email ICP

Probably better as inbound. Cross-promote with personal-finance Substack writers.

SEO content

  1. "Estate-planning checklist by state"
  2. "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