Role conversation preparation

Prepare the conversation before asking someone to serve.

Prepare questions for proposed executors, trustees, agents, guardians, and health-care agents without sending messages or creating appointments.

Role-specific prompts

Questions adapt to executor, trustee, agent, guardian, and health-care agent roles.

No inferred acceptance

Naming a person here does not show willingness, suitability, or legal authority.

No contact sent

The tool does not email, text, call, or notify anyone.

Prepare role conversations