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Build 4 · Section 6

Family Handoff Desk

Record a consent-based educational handoff and track whether the family received and engaged with the resource.

New family handoff

Family or contact name

Preferred contact method

Primary need

The family consented to this educational handoff.

Do not enter medical, legal, financial-account, estate-document, or other sensitive details in this prototype.

Handoff saved.

Handoff standard

Ask permission.
Explain that the resource is educational.
Choose one starting point.
Do not diagnose legal needs.
Record only the minimum information needed.

Recent handoffs

Probate Happens™

Calm, practical guidance for families and the organizations that support them.

Start Here AI Family Companion Document Vault

Learning Academy Resource Library Partner Portal

Educational information only. Not legal advice. Partner tools are prototype demonstrations.