Check whether a simple estate plan is really simple
Estate planning is cheaper and safer when you know whether your situation is routine or needs a professional.
Checklist
- List assets, debts, beneficiaries, joint owners, minor children, pets, and business interests.
- Separate will questions from beneficiary designations, transfer-on-death accounts, trusts, and powers of attorney.
- Flag blended families, special-needs beneficiaries, real estate in multiple states, or family conflict.
- Check signing and witness rules through your state source before relying on any draft.
- Use the tool to build a lawyer-question list or a simple planning outline.
Official sources to check
Fresh Sky AI helps you organize, draft, and prepare. Official agencies, courts, schools, funders, or qualified professionals remain the source of truth.
Common questions
Does this create a legally valid will?
No. It helps you prepare. Validity depends on state law and proper signing.
When should I use an attorney?
Use one for conflict, unusual assets, tax exposure, minor children, special-needs planning, or anything you do not understand.