Many document problems begin with a simple mismatch: someone prepares a will when the urgent need is a power of attorney, signs a deed without checking ownership, or completes a form without knowing where it must be filed. In this panel episode, Mark and Grace walk listeners through a five-question document checkup that can be used after a move, marriage, separation, diagnosis, property purchase, or major family change. They explain how to define the goal, identify the people and property involved, check timing and location requirements, gather the facts a preparer will need, and recognize warning signs that call for legal advice. Using realistic but generalized scenarios, they show how the same family concern can lead to very different documents. Listeners leave with a repeatable worksheet-style process, a preparation checklist, and clearer expectations about costs, notarization, recording, and next steps—without treating general education as personalized legal advice.