Ginsburg Law Group

GLG Estate Planning Conversation Guide

A private, educational guide to help you prepare for a conversation with an estate planning attorney. Answer a few questions and get a personalized list of topics to discuss — no account, no saved data.

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.

How your privacy is protected

  • Your answers stay only in this page's temporary memory and are discarded when you close or refresh it. Nothing is saved on this site.
  • We do not require an account or login, and we do not save answers, names, family details, or results to any database, server, analytics tool, or browser storage.
  • Your answers are never sent to an AI model or any third-party service. Results are produced by transparent, rule-based logic.
  • When you finish, you can download your guide to your device, or elect to email it to the firm. Downloading happens entirely in your browser; emailing is your choice and the only time your guide leaves your browser.
  • The Asset Discovery and Meeting Agenda pages are optional AI assistants. Unlike this private questionnaire, those conversations are assisted by AI and their history is stored on the platform's servers — so keep them general (no account numbers, balances, or names).
  • If you choose to contact the firm, that's a separate link to a separate form. Your questionnaire answers are never sent there, and any information you submit on that form is handled under that form's own privacy terms.

Want to see how it works first? Explore a sample path:

About 8–12 questions · 3–5 minutes · Choose one path or several

You can plan for one or more of these:

  • Planning for myself
  • Planning with my spouse or partner
  • Planning for a college student or young adult
Ginsburg Law Group · Educational tool · No attorney-client relationship is created by use of this guide.