Know exactly what documents you need
7 quick questions. We show what matters for your situation. Skip the guesswork.


Generic checklists waste your time and miss what matters
Generic guides give you 50+ items. You waste hours on irrelevant documents while missing critical ones.
"50+ documents, most irrelevant to your situation. Overwhelming and unhelpful."
"You waste time on low-impact documents while missing critical ones."
"Too many options paralyze you. You never start."
7 questions. Your personalized action plan.
Age, family, assets. Get prioritized documents with templates and guidance.


Your priorities change as life changes
Single professionals need different documents than parents or retirees.
Priorities shift at each stage.
Young Professional
26, Single, Renting
New Parents
32, Married, 1 Child
Pre-Retirement
58, Married, Assets