Free Checklist: The 7 Estate Documents Every Senior Must File Now

I spent over a decade inside the financial system watching families lose their homes to one missing form. New estate recovery rules are forcing more homes into probate than in twenty years. This free printable checklist walks you through every document, the filing rules, and the deadlines that trigger a forced sale.
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    Save Your Children $75,000 or More

    A single missing deed can cost a family $75,000 or more in probate fees, taxes, and forced legal sales before the house even reaches the next generation. Most homeowners over 60 have never filed the one form that bypasses probate in 47 states. Don't be one of them.

    Every Estate Document in One Place

    7 documents covered in total — Transfer on Death Deed, Beneficiary Designation Audit, Lady Bird Deed, Medicaid 5-Year Spend-Down Worksheet, Will Override Form, Digital Asset Inventory, and the "If I Die Tomorrow" family binder. Every state rule, every exception, every deadline. All in one printable document.

    Beat the 5-Year Lookback

    The government has a five-year window to take your home after you transfer it. Filing the wrong form during that window triggers a forced sale — no warning, no appeal. This checklist shows you exactly which transfers are protected, which are not, and the three exempt moves most attorneys never mention.