WAR ROOM / Q4

What needs to be coordinated before someone else must act?

Tool 15. Two legal coordination paths. The core collection remains 18 tools.

Estate Planning

For individuals and families. Intentions, documents, authority, ownership, beneficiaries and timely resources.

Business Continuity

For owners. Entity and tax distinctions, agreements, ownership, authority, valuation and funding.

Owners may need both. These are educational discussion aids, not legal advice, legal adequacy tests or attorney-endorsed reports. Current checklist choices with clearly labeled fixed fictional arithmetic examples. Choices are not saved to an account.

WAR ROOM / RESOURCES

PDF / Sample Collection

Your complete discovery-to-execution packet: blank forms, fictional completed samples, and today’s updated risk assessment and client-experience survey.

9 documents · Collection updated October 27, 2026

Discovery & proposal

  1. Discovery Conversation

    The complete guided discovery conversation, ready to use.

    PDF · 10 pagesBlank template

  2. Discovery — Handwritten Sample

    A fictional completed discovery conversation with blue-pen answers.

    PDF · 10 pagesFictional sample

  3. Proposal & Next Steps — Take-Home Overview

    Conversation summary, next steps, the Three C’s, and scope and fees.

    PDF · 2 pagesTake-home overview

Clarity, Confidence & execution

  1. Client Clarity Assessment — Blank Homework

    The full client homework packet with the updated risk assessment.

    PDF · 42 pagesUpdated packet

  2. Client Clarity Assessment — Handwritten Sample

    Fictional returned client answers for the complete homework packet.

    PDF · 42 pagesFictional sample

  3. Clarity & Confidence Report — Mitchell Sample

    The current integrated Mitchell family Clarity and Confidence report.

    PDF · 59 pagesFictional sample

  4. Executive Summary & Coordinated Execution Plan

    The completed sample summary, priorities and coordinated follow-through.

    PDF · 24 pagesFictional sample

Updated review assessments

  1. Risk Tolerance Assessment — Updated

    The six-question assessment, separate client/co-client scoring and discussion guide.

    PDF · 5 pagesUpdated October 27

  2. Client Experience Survey — Updated

    The current ten-question client experience check-in with room for comments.

    PDF · 2 pagesUpdated October 27