Lead Magnet · Phase 1 · In Production
The Pre-Autopsy
Checklist
A 20-question audit families use before a loss — not after. It surfaces the gaps a licensed attorney can close in a single consultation, before a crisis turns a six-figure probate into a paperwork problem.
Status
The checklist is in production.
The Council is finalizing the printable edition. We are not collecting email addresses yet — when the file is signed off and the citations are footnoted, the download will appear here and a one-line announcement will go out on the channel.
Subscribing to the YouTube channel is the only signal we currently use to estimate readiness. There is no waiting list.
What the checklist covers
- Documents on paper. Will, durable POA, healthcare proxy, advance directive, HIPAA release — and where they physically live.
- Assets and titles. Beneficiary designations, joint-ownership form, digital-asset access, trust funding (the trust most families think is funded but isn't).
- Medicaid and long-term care. The 5-year lookback, Community Spouse Resource Allowance, the gap between insurance and self-funding.
- People. Named fiduciaries who don't know they were named. Successors who weren't named at all. Blended-family edge cases.
- Access. The 72-hour test — if the primary decision-maker disappeared today, would anyone else find the documents in time?
The Council's Note
The Pre-Autopsy Checklist is a private instrument for the reader's household. It creates no attorney-client relationship and replaces no licensed counsel. State-specific variations — probate thresholds, homestead protections, community-property rules, Medicaid eligibility — are not covered and require local advice.
The file closes here. Yours doesn't have to open the same way.