A 30–45 minute guided checkup
Where will my assets go?
Most people assume their will decides. It often doesn’t. Your 401(k), life insurance and bank accounts can pass through a beneficiary form you filled out years ago and never looked at again.
This workbook walks you through what you own, how each piece is set up right now, and what to verify.
Get the checkup · $4.87 Delivered to your inbox as a PDF. One-time payment.- 11 pages
- Printable & fillable
- Instant email delivery
- Yours to keep
The part most people miss
Your will may not control every asset you own
Different assets can follow different paths:
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Beneficiary / TOD / POD
May transfer directly to the person named on the account or registration, regardless of what your will says.
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Joint ownership
May pass to a surviving owner, depending on how the ownership is titled and on state law.
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Living trust
Assets properly owned by the trust are generally handled under the trust terms. Having a trust document alone does not confirm ownership.
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Estate / probate
Some assets may become part of the estate and may require probate or another estate process. Rules vary by state and situation.
What’s inside
Eleven pages, in order
- StartBefore you start What to gather, and what you’ll walk away with.
- GuideHow can an asset transfer? The four paths above, in plain language.
- Step 1What do you own? A checklist across banking, investments, retirement, property and insurance.
- Step 2Your asset transfer map Two full pages to record each asset, where it lives, how it’s owned, and its status.
- Step 3Beneficiary check Account by account: primary, contingent, last reviewed. Plus what to look for.
- Step 4Home & real estate check How the property is titled, whether you can find the deed, and what to ask.
- Step 5My results Sorted into Checked, Verify, and Action Needed, plus who to contact.
- FinishKeep it current Life events that should trigger another review, and your next review date.
- Bonus15-minute quick check Short on time? Five major assets, one page.
No payment needed
Try three pages first
Get the quick guide and the 15-minute quick check emailed to you free. If they’re useful, the full checkup is one click away. If not, you’ve lost nothing.
Email me the free sample We’ll send the sample and occasional notes about new workbooks. Unsubscribe anytime.Honest expectations
Who this is for
A good fit if you
- Own a home, a retirement account, or life insurance
- Aren’t sure who’s listed as beneficiary on everything
- Have had a marriage, divorce, birth, move, or death in the family since you last checked
- Have a will or trust but have never verified it matches your accounts
- Want the unknowns written down before talking to a professional
Not what you need if you
- Want a will, trust, or legal document drafted. This doesn’t create one
- Need advice about your specific situation. See an attorney or CPA
- Are settling an estate right now
- Already keep a current, verified record of every beneficiary and title
Questions
Before you buy
Is this legal advice?
No. It’s an organizing tool. It helps you record what you own and how it’s currently set up, and it flags what to verify. It doesn’t interpret your situation, and it can’t tell you what will legally happen to a particular asset. Rules vary by state.
Does it create a will or a trust?
No. It’s a checkup, not a legal document. Many people use it to arrive at an attorney’s office already knowing what they own and what’s unclear, which tends to make that conversation shorter.
Do I type my account details into a website?
No. You get a PDF. You fill it in on your own computer or print it and write on it. Nothing you record is submitted anywhere, and we never see it. Keep the finished workbook somewhere private, since it will list your accounts.
How do I get it?
After checkout it’s emailed to you right away as a PDF download. If it hasn’t arrived in a few minutes, check your spam folder. If it still isn’t there, email support@iaorana.ai and we’ll send it to you directly.
Can I print it?
Yes. It’s built for US Letter and prints cleanly in black and white. You can also type into it on most PDF readers if you’d rather keep it digital.
Does it work outside the United States?
The structure (list what you own, check how it’s set up, note what to verify) travels fine. The specific terms (401(k), TOD/POD, probate) are US concepts, so it’s most useful if your assets are in the US.
What if it isn’t useful to me?
Email support@iaorana.ai within 30 days and we’ll refund it. You don’t need to explain why. Full details in the refund policy.
Who am I buying from?
IaOrana LLC. Payment is handled by Lemon Squeezy, our authorized reseller, so the charge on your statement will show their name alongside ours. Questions of any kind: support@iaorana.ai. A person reads it.
Find the unknowns while it’s easy
You don’t have to solve everything today. The point of the checkup is to make the unknowns visible, so you can work through them one at a time.
Get the checkup · $4.87 Instant email delivery · 30-day refund · One-time payment