Free planning tool · beta

See how your family's plan could be structured

Build out your family and your current picture, and see how a plan could be structured. This is a starting point for a conversation, not a finished plan — and nothing you type here is saved anywhere but this browser.

Everything stays in your browser. Nothing is sent to us or saved anywhere else unless you choose to save a PDF.

Step 1

Build your family

Add the people in your life and how they relate to you. This includes spouses or partners, children, and anyone else who matters to your plan — exes, chosen family, parents you support.

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Step 2

Your current picture

Where things stand today: your relationship status, income, expenses, and anything big you're saving toward.

Monthly income
Monthly expenses
Net cash flow
Income sources
Monthly expenses
Total assets
Total debts
Net worth
Current assets and estimated values
Debts and estimated balances
Businesses you own or hold a share of
Upcoming large purchases and goals
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Step 3

Your plan, at a glance

This pulls together what you've built so far into a plain-language summary and a checklist you can work through.

Plan checklist

Email opens your own mail app, addressed to DT Law. Add your own address in Cc to keep a copy.

Ready to make this real? This tool is a starting point — the next step is a conversation.

Schedule a Consultation
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