
Regularly compares to $3,000–$10,000 for an attorney
How to avoid probate entirely, the public, slow, expensive process that can freeze what you’ve built for 12–24 months (this is the #1 thing a trust protects you from)
How to make sure your family never has to guess, a clear plan they can follow instead of being left to sort through a mess during an already hard time
How to do this without the $3,000-$10,000 attorney fee, the same framework, broken into plain English, no law degree required
How to know you did it right even if you’ve never touched a legal document in your life (this course was built for people with zero legal or finance background)
A clear plan for incapacity not just death, so a court doesn’t get to decide who manages your affairs if something happens to you
How to properly fund every major asset you own, real estate, business interests, investment and retirement accounts, life insurance so nothing gets left exposed after the paperwork is signed (this is the step that makes most trusts actually work, and it’s the step most people never finish)
How to choose the right successor trustee, one of the decisions that causes the most procrastination, broken down so you can actually decide with confidence
[Bonus] How to know if you also need an irrevocable trust, and when a revocable trust alone isn’t enough
[Bonus] the funding checklist that makes sure nothing gets missed, because “did I forget something” is the #1 fear that keeps trusts sitting unfunded
Bonus #1: Trust Funding Checklist
Bonus #2: Trust Funding Tracker
Bonus #1: Trustee Selection Workbook
Bonus #1: Trust Funding Checklist
Bonus #5: Questions to Ask Before Paying an Estate Attorney
Bonus #6: Emergency Family Instructions
Please note: This course is for educational purposes and does not constitute legal advice. Results and completion timelines vary based on individual circumstances.
Yes. Revocable living trusts are 100% legal to create yourself in all 50 states, attorneys offer this as a convenience, not because the law requires one. This course walks you through the exact same process, just without the $500-an-hour meeting.
Yes, and honestly, that’s who this was built for. I’m not going to hand you a document full of jargon and wish you luck. Every step is explained in plain English, the same way I’d walk a friend through it at the kitchen table. If you can follow a checklist, you can do this.
Creating a trust means drafting the legal document. Funding it means actually transferring your assets, your home, accounts, business interests, into the trust’s name. Most people do the first and skip the second, which means the trust doesn’t actually protect them. This course covers both, in full.
Most people start with a revocable trust for the control and flexibility it gives you while you’re alive. Bonus #1 walks you through when an irrevocable trust also makes sense for your situation, you don’t need to decide that upfront to get started here.
An LLC protects your business operations. It doesn’t keep your home out of probate, keep your assets off public record, or give your family a clear plan if something happens to you. Most people who reach out to me already have an LLC, a trust does a different job, and most people end up needing both.
There’s a dedicated section on properly funding business interests and brokerage/investment accounts, the same way high-net-worth individuals structure them. If you own more than just your home, this is one of the most valuable parts of the course for you.
Revocable trusts are a valid estate planning tool in all 50 U.S. states. The course covers the process that applies everywhere, with guidance on state-specific considerations where they come up.
Most students get through the video modules in 3-5 hours and have their trust fully created and funded within 1-2 weeks. You get lifetime access, so there’s no rush, go at whatever pace fits your life.
Instantly. You’ll get an email with login access right after checkout, and it’s yours for life, come back any time your life or assets change.
Yes, checkout is processed through a secure payment provider, the same standard used across the industry. Your information is encrypted and never shared.
Yes. Joint ownership is actually one of the most common situations this course covers, and several of our students went through it together as a couple, exactly like you’re describing.
That’s completely fine, and it’s actually rare. If your situation is more complex than most, a contested estate, unusual assets, a business with multiple partners, Bonus #6 walks you through exactly what to ask an attorney so you don’t get overcharged or sold things you don’t need. You’re not locked out of getting help; you’re just not required to start there.
This is a complete, standalone program, both modules and all 8 bonuses, everything you need to create and fund your trust from start to finish.
Yes. $97 once, no subscription, no recurring charges.
You’re covered by a 30-day money-back guarantee. Go through the course, if you don’t feel fully equipped, email us and we’ll refund every penny. No questions asked.
Please note: This course is for educational purposes and does not constitute legal advice. Results and completion timelines vary based on individual circumstances. Covered by a 30-day money-back guarantee, no questions asked. No payment plans are available at this time.
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