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THE 6-IN-1 ESTATE PLANNING GUIDE 

The complete, plain-English guide to protecting your assets, avoiding probate, and securing your family's future — without expensive lawyers.

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WHY TRUST THIS GUIDE

Written by an Estate Planning Author

State-Compliant Legal Templates

Step-by-Step, No Lawyer Jargon

2026 Edition — Fully Updated

THE REAL COST OF WAITING TO PLAN

Most families don't realize the risk until it's too late — and by then, the choice is no longer theirs to make

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Without a will or living trust, state law — not your wishes — decides who inherits your home, your savings, and your belongings. Roughly 42% of Americans say they wouldn't know what to do if a family member died today, and that uncertainty often turns into delays, disputes, and unnecessary legal costs for the people you love.

  • Probate Court Delays
  • Family Disputes Over Assets
  • State Default Inheritance Rules
  • Unnecessary Legal Fees

This guide provides general estate planning information and templates. It is not a substitute for personalized legal advice from a licensed attorney in your state.

THE PEACE OF MIND YOU'LL FEEL GOING INTO EVERY DAY

PROTECTION

PROTECTION

Helps you shield your assets from probate court, legal fees, and unnecessary delays.

FAMILY & CLARITY

FAMILY & CLARITY

Supports clear, documented wishes so your loved ones aren't left guessing or in conflict.

CONTROL

CONTROL

Helps you decide who inherits what, on your terms, without relying on state default rules

THE NUMBERS TELL THE STORY

Estate planning is a bigger gap in America than most people realize
56%

do not have the five core estate planning documents (will, trust, medical power of attorney, financial power of attorney, and HIPAA authorization)
42%

say they wouldn't know what to do if a family member died today
62%

Gen X adults — often caring for both children and aging parents — have no estate planning documents at all
34%

seniors still have no will in place, even though older Americans are the most likely age group to have one."

FREQUENTLY ASKED QUESTIONS

Is this legally valid in my state? +

Yes. This guide includes state-specific guidance and templates designed to comply with legal requirements across all 50 states. That said, laws vary and change over time, so we recommend having any final documents reviewed by a licensed attorney in your state before signing — this guide is designed to get you 90% of the way there, quickly and affordably.

Do I still need a lawyer after using this guide? +

For most straightforward situations, this guide gives you everything you need to create a valid will and living trust on your own. However, if you have a complex estate (business ownership, blended families, significant assets across multiple states, or specific tax concerns), we recommend a brief consultation with an estate attorney to review your documents. Think of this guide as doing 90% of the work — and knowing exactly what to ask a lawyer if you need one.

What's the difference between a will and a living trust? +

A will takes effect after you pass away and typically must go through probate court, which can take months and cost your family in legal fees. A living trust takes effect immediately, avoids probate entirely, and allows your assets to transfer directly to your beneficiaries — often faster and more privately. This guide walks you through both, and helps you decide which one (or combination) fits your situation.

How do I place an order? +

To place an order, simply browse our products, add items to your cart, and proceed to checkout. You can review your order before finalizing your purchase.

How long does shipping take? +

To place an order, simply browse our products, add items to your cart, and proceed to checkout. You can review your order before finalizing your purchase.