Guided

Asset Discovery Guide

A conversational walk-through of your assets, one category at a time, to help you prepare for a meeting with an estate planning attorney. Talk through it in general terms — no account numbers or balances needed.

Hi — I'm the Asset Discovery Guide. I'll walk you through your assets one category at a time so you're ready to talk with an estate planning attorney.

Note: unlike the private questionnaire, this conversation is assisted by AI and its history is stored on the platform's servers. Please don't share account numbers, balances, names, or any identifying details — categories are enough. Ready to begin?

AI-assisted. This conversation's history is stored on the platform's servers — keep it general (no account numbers, balances, or names). Educational only — not legal advice.

This guide is for general education and conversation preparation. It is not legal or tax advice, does not create an attorney-client relationship, and cannot determine which documents are right for you. Laws and individual circumstances vary by state.

Ginsburg Law Group · Educational tool · No attorney-client relationship is created by use of this guide.