Legal, Tax & Family Transitions
Prepare for audits, divorce, estate decisions, wills, powers of attorney, and document-heavy life transitions.
Who this is for
People organizing sensitive legal, tax, or family transition paperwork
Choose a task
Collect documents
Build a timeline
Identify decision makers
Prepare professional questions
Workflows
Choose a guide that matches your task.
IRS Audit Preparation: Notice, Records and Response
Prepare an IRS audit response: verify the notice, organize requested records, confirm representation, document submission and track findings.
Divorce Guide
Free step-by-step divorce for divorcing spouses. Plan divorce with calculators and checklists covering inventory marital assets and debts, assess tax.
Estate Planning Basics
Estate planning basics guide for wills, trusts, power of attorney, healthcare directives, beneficiary updates, and probate avoidance strategies.
Will Preparation Guide
Free step-by-step will preparation for estate planners. Plan will preparation with calculators and checklists covering inventory estate assets, choose.
Power of Attorney Setup Guide
Free step-by-step power of attorney setup for aging parents planners. Plan power of attorney with calculators and checklists covering understand poa types.
Tools for this topic
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8 of 8 tools shown
Build a dated net-worth statement from eight asset and liability categories, using owned values minus owed balances without liquidity or health scoring.
Calculators
Calculate fixed-rate loan payments, total interest, amortization, and extra-principal savings. Enter principal, annual note rate, and term; fees are excluded.
Calculators
Compare debt avalanche and snowball payoff plans with a fixed monthly budget, rolled-over payments, payoff dates, and interest estimates.
Calculators
Reproduce a property-tax bill scenario from an official taxable assessed value, percent or mill rate, other annual charges, and confirmed credits.
Calculators
Screen documented gross estate and adjusted taxable gifts against a verified Form 706 filing threshold—without estimating estate tax or distributions.
Calculators
Reconcile entered survivor-income needs, obligations, goals, death benefits, and dedicated resources without a coverage or product recommendation.
Calculators
Project a starting balance and real month-end contributions under annual, semiannual, quarterly, monthly, or daily nominal compounding, with exact deposit and interest reconciliation.
Calculators
Compare one donor's present-interest gifts to one donee in one calendar year against an entered exclusion—without estimating tax or lifetime credit use.
Calculators
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Legal Basics & Documents
Prepare basic legal documents, rights questions, estate planning, and decision records.
Wills, Trusts & Probate
Prepare wills, trusts, executors, probate steps, and estate documents for clearer family transitions.
Medical Legal & Malpractice
Navigate medical bills, insurance appeals, records requests, and malpractice evaluation basics.
Tax Planning & Optimization
Plan deductions, estimated payments, retirement contributions, and year-round tax efficiency moves.
Insurance Selection
Compare coverage, premiums, deductibles, exclusions, and life-stage insurance decisions.
Claims, Disputes & Complaints
Organize evidence, deadlines, letters, forms, and next steps for common disputes.