3 books

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The Estate Planning Handbook for Beginners cover

The Estate Planning Handbook for Beginners

A beginner-friendly introduction to estate planning for readers who want a clearer understanding of the basics. It explains common documents, important decisions, and issues that often come up when people start thinking about wills, trusts, incapacity planning, and family protection. The book is designed to make estate planning concepts easier to understand before taking the next step.

  • Introduces the core parts of a basic estate plan
  • Explains wills, trusts, and incapacity documents in simple terms
  • Helps readers think through key decisions for themselves and their families
  • Gives a clearer starting point before taking the next planning step
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The Revocable Living Trust Handbook cover

The Revocable Living Trust Handbook

An easy-to-follow guide to how revocable living trusts work and why people use them as part of an estate plan. It discusses common planning goals, trustee roles, trust funding, and misunderstandings that often create problems later. The book is written to help readers better understand the structure and purpose of a revocable living trust.

  • Explains how a revocable living trust works in everyday language
  • Covers trustee roles, trust funding, and planning goals
  • Helps readers understand how trusts fit into an estate plan
  • Points out misunderstandings that often cause problems later
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The Successor Trustee Handbook cover

The Successor Trustee Handbook

A clear guide for people who have been named as successor trustees of revocable living trusts. It explains the role, outlines common responsibilities, and helps readers understand what steps may need to be taken after incapacity or death. The book is meant to make trust administration feel easier to understand and easier to manage.

  • Explains the role of a successor trustee in clear, understandable terms
  • Walks through common duties after incapacity or death
  • Helps readers stay organized during trust administration
  • Highlights issues that can create delays, confusion, or mistakes
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