01
The Foundation
What a living trust is, how it works, and why it's often better than a will. Probate avoidance, privacy, incapacity planning — plus eight common myths, debunked.
Estate planning, without the lawyer's bill
Protect your family.
Skip probate.
Keep the fees.
Stop paying lawyers thousands of dollars to protect your family's future. Learn how to create a legally sound living trust yourself — the complete guide to avoiding probate, protecting your assets, and ensuring your heirs are taken care of.
60,000+ words · Kindle available instantly
Putting off estate planning because you think you need an expensive attorney?
Think again. With the right guidance you can take control of your family's financial future. This book is your complete roadmap — taking you from confused and overwhelmed to confident and prepared.
What you'll learn inside
Everything, step by step.
02
Creating Your Trust
A proven five-step process. Know exactly what to do, in what order, and how to handle every legal requirement without confusion.
03
Funding Your Trust
Step-by-step transfers for real property, bank and investment accounts, vehicles, business interests, cryptocurrency and more.
04
Tax Strategies & Asset Protection
A-B and QTIP trusts, ILITs, CRTs, GRATs, QPRTs, spendthrift clauses and dynasty trusts — the strategies wealthy families use.
05
Managing Digital Assets
Inventory accounts, secure passwords, plan for crypto and social media. Includes a complete Digital Assets & Password Inventory worksheet.
"A trust only works if it's funded. This section alone is worth the price of the book."
Who this book is for
Modest estate or substantial wealth.
Whether you're a first-time planner or updating an existing plan, this book has something for you.
- Want a living trust without paying thousands to an attorney
- Own a home and want to avoid probate
- Have concerns about protecting your assets
- Want your family taken care of if something happens to you
- Hold digital assets or cryptocurrency that need planning
- Have a blended family, business, or special needs situation
- Want to understand strategies used by wealthy families
- Prefer to take control of your own planning with expert guidance
Hiring an attorney
- Thousands in legal fees
- Appointments on their schedule
- Decisions you don't fully understand
With this book
- Starting at $11.70
- Work at your own pace
- Understand every choice you make