Kin
← Both starting points

For a parent

You don’t need
every answer
to begin.

Help your family prepare if your parent becomes seriously ill, or after they’re gone. Start with the accounts, documents and wishes you know about. See what to ask next.

Start for a parent →

Free to start · First questions: about 3 minutes

An ordinary starting point

“I know Morgan has a will.
I’ve never asked
where they keep it.”

An illustrative situation, not a testimonial.

Known

The will exists.
The location is the next question.

You can start here. You don’t need the document in front of you.

An older man and a younger woman at a kitchen table, looking at a laptop together

A smaller conversation

You don’t have to
ask everything
at once.

Try one useful question.

“Where would I find the will if you wanted me to get it?”

A location is something you can record. The next conversation can start from there.

From fragments to a family picture

Know what to ask.
Keep what you learn.

A missing detail becomes a specific next step, without losing what you already know.

  1. 01

    Put down your starting point.

    A bank name. A person who helps. The place a document might be.

  2. 02

    See the questions that remain.

    The Gap Map separates “Needs answer” from a “To do.” Knowing there is no will is different from not knowing whether one exists.

  3. 03

    Build something others can use.

    Save what you learn, record who’s involved, and choose what to share.

Free to start · First questions: about 3 minutes

Start for a parent →
An older woman and a younger woman sitting close together on a sofa, looking down

Their wishes. A shared understanding.

Make room for
their part of the story.

Your parent’s preferences matter as much as where things are kept.

  • Who they’ve named to help.
  • What they want people to understand.
  • Which details still need a conversation.

Start alone or sit down together. You choose when to invite someone and what they can see.

Something you can use

For the family.
For the next conversation.

For someone stepping in

The family packet

A shared reference for the people helping your parent.

KinIllustrative excerpt

Family summary

Who is named
Riley · executor · not yet briefed
Where the will is kept
Study filing cabinet, top drawer
Still to answer
Which account pays the mortgage?

Summary and runbook · separate printable views

For an attorney meeting

The planning brief

For a first plan or the next review: bring your recorded wishes, decisions and open questions to an attorney.

KinIllustrative excerpt

Questions to discuss

  1. Do the documents reflect the people named?
  2. Have any wishes changed?
  3. What still needs a decision?

Bring the separate change summary alongside this brief for recorded updates and open items.

These organize what you record. They are not legal documents or legal advice, and do not replace the originals or an attorney.

A few things you may be wondering.

Do I need my parent to sit down with me?

No. You can begin with what you know and leave the rest unanswered. Nothing requires a family meeting before you start.

What if they already have an estate plan?

Record where it is, who is named and what has changed. The change summary can help you prepare for the next attorney conversation.

Does naming someone give them access?

No. Recording a role and inviting a person are separate actions. Recording a role also does not legally appoint them.

A place to begin

Start with one thing you know about them.

You can stop after that. The picture can grow over time.

Start for a parent →Free to start · First questions: about 3 minutesView pricing →

Photographs are illustrative. They show no customer and endorse nothing.