Take Control of Your Estate Plan
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A practical guide to understanding revocable living trusts, organizing your estate, and preparing the documents that help put your wishes into writing.
A practical guide to understanding revocable living trusts, organizing your estate, and preparing the documents that help put your wishes into writing.
GET THE HEIRLOOM REFERENCE MANUAL
GET THE HEIRLOOM REFERENCE MANUAL
DOWNLOAD THE E-BOOK
DOWNLOAD THE E-BOOK
$49 LIMITED PROMO PRICING
$49 LIMITED PROMO PRICING
WHY THIS MATTERS
WHY THIS MATTERS
Most people don't think seriously about estate planning until something happens.
Most people don't think seriously about estate planning until something happens.
A will. A trust. Powers of attorney. Healthcare directives. Beneficiary designations. Property.
A will. A trust. Powers of attorney. Healthcare directives. Beneficiary designations. Property.
These pieces work together—and understanding how they fit together is the first step toward getting organized.
These pieces work together—and understanding how they fit together is the first step toward getting organized.
WHAT YOU'LL LEARN
WHAT YOU'LL LEARN
A concise set of benefits:
A concise set of benefits:
- How revocable living trusts work
- The difference between a will and a trust
- What happens during incapacity
- How to identify and organize your assets
- How a trust is funded
- The role of trustees and beneficiaries
- Why supporting documents matter
- How to maintain your estate plan
THE DIY TRUST PACKET
THE DIY TRUST PACKET
Everything organized in one place.
Everything organized in one place.
What's included
What's included
Trust
Schedule A
Certification
Funding instructions
Deed template
Pour-over will
Financial POA
Healthcare directive
Checklists / worksheets
Trust
Schedule A
Certification
Funding instructions
Deed template
Pour-over will
Financial POA
Healthcare directive
Checklists / worksheets
$149
$149
LEARN BEFORE YOU BUILD
LEARN BEFORE YOU BUILD
The Guide
The Guide
A concise reader for people who want to understand estate planning before beginning the process.
A concise reader for people who want to understand estate planning before beginning the process.
The Workshop
The Workshop
A practical presentation explaining the fundamentals of revocable living trusts and the documents surrounding them.
A practical presentation explaining the fundamentals of revocable living trusts and the documents surrounding them.
JOIN THE WORKSHOP
JOIN THE WORKSHOP
WHO IS THIS FOR?
WHO IS THIS FOR?
This is for the person who keeps saying: "I need to get my affairs in order."
This is for the person who keeps saying: "I need to get my affairs in order."
The person with a home, savings, personal property, children, beneficiaries, a business, or simply a desire to leave their affairs organized.
The person with a home, savings, personal property, children, beneficiaries, a business, or simply a desire to leave their affairs organized.
SUBSCRIBE TO THE FAMILY TRUST PROJECT PODCAST
SUBSCRIBE TO THE FAMILY TRUST PROJECT PODCAST
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