Before the Inheritance:
A Woman’s Guide to Money, Meaning, and Intention
If you’re expecting to receive an inheritance—and you’re not sure where to begin—this free workbook offers a calm, thoughtful place to start.
Gain clarity about what questions to ask, what information to gather, and how to prepare your mindset with intention, not pressure.
5 key questions to ask before receiving money
Space to organize what you know
Prompts for family conversations and next steps
A values-based framework for stewarding your inheritance
I’m Toffler, a financial coach for women navigating transitions with heart and purpose.
I created this guide because inheritance is one of the most emotional money moments we face—and also one of the least talked about. I’ve experienced it myself, both as a recipient and while writing my own will and final wishes.
This guide is for the quiet, in-between moment—before you inherit—when there are questions, emotions, and possibilities all swirling together. You don’t have to figure it all out alone. You deserve thoughtful, values-aligned support as you step into this next chapter.