Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide

Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide

 4.9/5 Rated by 2,841 Customers
Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide

Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide

$19.99
$19.99 $29.99
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We are so confident this guide will give your family everything they need to build a fully funded, legally airtight trust structure that we back every single order with a full 60-day money-back guarantee.

If the book arrives damaged, if any bonus materials are missing, or if for any reason you are not completely satisfied with your purchase — we will refund you in full or ship a replacement within the next business day.

No questions. No return required. No bureaucracy.

You take zero risk. The only thing we cannot guarantee is how your family will react when they realize how much money and heartache this guide just saved them — because that moment is yours to keep forever.

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The guide that does the  legal heavy lifting for you

One book. Six protection systems. No lawyers. No probate. No family fighting over what you left behind.

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One guide. 30 days. A trust your bank will actually honor.

Step-by-step implementation from the IRS.gov EIN application to re-titling every account in plain English, without a law degree.

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The Bank Teller Script, the bonus nobody else offers.

Word-for-word instructions for every institution type. The #1 reason trusts fail is banks refusing to honor them. This fixes that permanently.

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Works whether you love or hate attorneys.

Written by a man who refused to pay $12,000 for a document and built the exact roadmap those attorneys deliberately withhold.

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The guide that covers what happens if you don't die.

Most estate planning stops at death. This guide covers the scenario that terrifies families most — dementia, disability, and incapacity — and exactly how to make sure a judge never gets to decide what happens to everything you built.

The Most-Shared Estate Planning Guide on Social Media

    What People Are Saying About Us On Trustpilot

    Excelente 4.9 / 5

    • I watched probate swallow my mother's estate for 18 months. $60,000 in attorney fees before a single dollar reached the family. I bought this for my own kids' sake. Had the trust funded in under a month. Best $19.99 I've ever spent.

      Maria G.

    • Probably the most important purchase I've ever made. I got one for me and one for my sister. She called me crying found out her IRA from 2009 still named her ex-husband. Fixed it in a day using the Beneficiary Audit Checklist.

      Nathan M.

    • I didn't buy this, my son did and made me open it first. I have three children and this is an ongoing thing with us, who is the favorite. This settled it. The Greedy Sibling Firewall section alone is worth 10 times the price. Best gift I've ever received.

      Sandra G.

      Why this guide and not the others?

        Others
      Full trust document + plain English explanation
      Bank Teller Script — word-for-word re-titling instructions
      Beneficiary Designation Audit Checklist
      The Incapacity Clause Playbook (dementia / disability)
      The Incapacity Clause Playbook (dementia / disability)
      Greedy Sibling Firewall — no family war clause
      Under $30

      What Families Are Saying

      • My only regret is I didn't call my parents on video when they opened theirs. The Bank Teller Script made my bank visit so easy the manager asked where I got it from. I bought one for every person in my family.

        Daniel P.

      • Ordered this for my conservative in-laws who refuse to pay attorneys. In my life I could not have imagined how grateful they'd be. They funded their entire trust in 3 weeks and keep telling everyone about the stepped-up basis chapter.

        Joseph F.

      • This book has been making the rounds in our family. My dad has four properties and was terrified of the "due-on-sale clause." Chapter 5 addressed it directly. He hasn't stopped recommending this to his friends. Buy it.

        Darius R.

        FAQ

        FREQUENTLY ASKED QUESTIONS

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        Do I need an attorney to use this guide?

        No. This guide was written specifically because attorneys charge $5,000–$12,000 for a document and then explain nothing. Every step — from getting your EIN at IRS.gov to re-titling your home, your accounts, and your investments — is written in plain English with fill-in-the-blank templates. If you can read a instruction manual, you can fund a complete trust structure with this guide.

        Yes — and this is exactly what separates this guide from every competitor on the market. The Bank Teller Script bonus tells you word-for-word what to say, what documents to bring, and what forms to ask for at every institution type: commercial banks, credit unions, brokerage accounts, and insurance companies. The "Funding Gap" — having legal paperwork the bank refuses to honor — is the #1 reason trusts fail. This guide is the only one in the category that specifically solves it.

        A Will is a formal invitation for probate court to get involved. It is a public document, it does not protect your assets from creditors during the process, and the average probate takes 14 months and costs 6–7% of your estate's gross value. If you have a Will, you are not protected — you are waiting. This guide walks you through exactly why a Will fails and how to replace it with a fully funded trust structure that keeps everything private, out of court, and exactly the way you wrote it.

        Yes. The SECURE Act changed the rules for inherited IRAs in 2020 and most Americans — and their accountants — still don't know it. This guide includes a full chapter on retirement account protection: how to structure beneficiary designations correctly, how the 10-year rule affects your heirs, and how to prevent a single outdated beneficiary form from overriding everything else in your estate plan. The Beneficiary Designation Audit Checklist walks you through every account type that can silently override your Will.

        Then you pay nothing. The 365-Day Empty Courtroom Guarantee is simple: use the system, take the Bank Teller Script to your bank, walk through every step. If at any point in the next 365 days you feel this guide didn't give you everything you needed to keep your family out of probate court, contact us for a full refund. No forms. No hoops. No questions. We take all the risk because we know what this system does for families.