PH-WB-001 · Practical family workbook
Probate Happens™ Companion Field Guide
The practical workbook for the probate journey—designed to help families organize the details, understand the process, and take the next careful step.
Choose the printable PDF workbook
Use it with a book or on its own
Put the working information where you can find it.
The Companion Field Guide gives families one practical place to collect the people, records, property, accounts, decisions, conversations, and questions that shape an estate.
Its pages turn scattered details into a working system. Contacts, documents, expenses, deadlines, property information, family updates, and professional questions can be recorded where they are easier to find and use.
The workbook is designed to accompany Books 1, 2, and 3, but it can also stand on its own. Readers can begin with the section that matches the work in front of them and return as new responsibilities arise.
It does not decide legal rights or replace professional advice. Its purpose is to help a family arrive at decisions and professional conversations with better information and a clearer record.
Why purchase the Companion Field Guide?
- Keep estate information in one dependable working place.
- Reduce repeated searches through papers, messages, and notes.
- Use the same organizing system alongside any Probate Happens book.
- Prepare clearer records and questions for qualified professionals.
- Estate and personal-information organizer
- Family, contact, and professional-advisor records
- Assets, accounts, liabilities, and expenses
- Document, decision, communication, and deadline logs
- Property, distribution, closing, and next-step planning