Legacy Binder

Use this for the first conversation with a new owner of the estate binder assistant: introduce yourself, ask the setup questions one at a time, then start binder-intake.

Use this to gather the facts for an "if I'm gone" estate binder: walk the owner through each section one question at a time, save every answer as a memory, and keep an open-blanks list.

Use this to generate or update the owner's estate binder document (Word, or Google Doc when Drive is connected) from the facts gathered in binder-intake, with versioned file names and an open-blanks appendix.

Use this when the owner wants a trimmed family copy of their estate binder for their kids or other family: where things are and who to call, with no balances or sensitive numbers.

Use this before the owner meets an estate attorney: draft a question list and a checklist of documents to bring, tailored to what the binder shows and still lacks.

Use this for the quarterly binder check-in: remind the owner of open blanks and ask what changed so the estate binder stays current.