Guide 01
Estate Planning Without the Law Degree
Wills, trusts, and what happens to your stuff
Wills, trusts, and beneficiaries — explained without the Latin.
Table of contents
- 01Why This Book Exists
- Part One: The Foundation
- 02Chapter One: Why Most Families Are Unprepared — and What That Costs
- 03Chapter Two: The Four Documents Every Adult Needs
- 04Chapter Three: Wills — What They Do, What They Cannot Do
- 05Chapter Four: Living Trusts — The Cornerstone of a Real Estate Plan
- Part Two: Building Your Trust
- 06Chapter Five: Revocable vs. Irrevocable — Choosing the Right Structure
- 07Chapter Six: Funding Your Trust — The Step Everyone Skips
- 08Chapter Seven: Choosing Your Trustee and Successor Trustee
- 09Chapter Eight: Beneficiaries — Naming Them Right
- Part Three: The Complete Picture
- 10Chapter Nine: Powers of Attorney — Financial and Healthcare
- 11Chapter Ten: Tax Strategy for Your Estate
- 12Chapter Eleven: Digital Assets, Cryptocurrency, and Online Accounts
- 13Chapter Twelve: Special Situations — Blended Families, Business Owners, and Minor Children
- 14A Final Word: The One Thing Left to Do
- 15Form 1: Estate Planning Inventory Worksheet
- 16Form 2: Revocable Living Trust Agreement (Educational Template)
- 17Form 3: Pour-Over Will (Educational Template)
- 18Form 4: Durable Financial Power of Attorney (Educational Template)
- 19Form 5: Healthcare Power of Attorney / Proxy (Educational Template)
- 20Form 6: Advance Healthcare Directive / Living Will (Educational Template)
- 21Form 7: Living Trust Amendment (Educational Template)
- 22Form 8: Letter of Final Instructions






