About this tool

Appointments with a doctor, a lawyer, or a financial adviser are short, and it's easy to leave with the wrong things answered. This tool helps you decide what you want out of the meeting before you go, prepare the questions to get you there, and capture what was said while you're in the room.

Your privacy

Everything you write is saved only in this browser, on this device. There is no account and nothing is sent to a server. Clearing your browser data will remove it, so print or copy anything you want to keep.

Life stages

Suggestions are tailored using the same seven life stages as the Epilogue Life Admin tool, so the questions you see reflect where you are in life.

• Early Years and Foundations (Ages 0–14)

  Keeping essential childhood records, identity papers, and healthcare details safe and organised.

• First Steps of Independence (Ages 14–18)

  Setting up first bank accounts, tax details, official ID, and early job paperwork.

• Stepping into Adulthood (Ages 18–25)

  Managing adult independence—from rental leases and first work docs to emergency contacts and key wishes.

• Establishing and Expanding (Ages 25–35)

  Organising bigger milestones - like property ownership, life insurance, long-term savings, and growing family needs.

• The Busy Middle Years (Ages 35–50)

  Juggling home mortgages, family logistics, career growth, and potentially caring for both kids and aging parents.

• Tidying Up and Choosing Your Pace (Ages 50–70)

  Streamlining retirement funds, updating key legal documents, and ensuring clear directions for the future.

• Later Life and Keeping Things Simple (Ages 70+)

  Simplifying daily admin, hand-picking trusted contacts, and passing on family memories and heirlooms.

This tool offers general prompts to help you prepare. It isn't medical, legal, or financial advice.