Living Trust, Wills and Estate Planning For Seniors

A Guide to Make Your Own Living Trust, Protect Your Assets, Avoid Probate, and Prevent Family Conflict

You Don't Need to Be Wealthy to Leave a Legacy
Your family doesn't need a fortune protected. They need a plan that keeps them out of court, out of conflict, and out of confusion.
Most estate planning books are written for lawyers, not for you. This one is different. It's written in plain English, for real families, by someone who understands that a paid-off home and a modest savings account deserve the same care and attention as a large estate.
Inside, you'll learn the exact steps to set up a living trust, write a will that holds up in court, and keep your family out of probate. You'll find out how to protect your home and life savings from long-term care costs, how to avoid the Medicaid traps that catch so many families off guard, and how to pass down everything from your grandmother's ring to your digital accounts and cryptocurrency without leaving your children guessing.
This book walks you through:

  • Why a will alone does not keep your family out of probate court
  • How to set up and properly fund a revocable living trust, step by step
  • The healthcare and financial documents that protect you if you can't speak for yourself
  • The five-year Medicaid lookback rule and how to plan around it
  • How to pass down digital assets, online accounts, and crypto safely
  • How to talk to your children about your plan without starting a family fight
  • A simple checklist for keeping every document current as life changes
Plus, a full bonus planning kit is included at no extra cost:
  • Living Trust and Testament template
  • Recoverable Living Trust template
  • Durable Power of Attorney for Finance
  • Advance Healthcare Directive and Living Will Declaration
  • Step-by-step guide to transferring your house into your trust
  • Simple quitclaim deed form
  • Bank and credit union transfer letter
  • Investment account transfer checklist
  • Complete asset inventory worksheet
  • Digital asset log
  • Document location cheat sheet
  • Living trust funding checklist
  • Executor quick start guide
  • State specific resource guide
  • The Complete Legacy Binder Template and Asset Tracker, covering key contacts, your core legal documents, your asset tracker, beneficiary designations, digital access, and an annual review worksheet
  • The Legacy Binder Template lists:
  • Section 1: Key Contacts
  • Section 2: Core Legal Documents Checklist
  • Section 3: Asset Tracker
  • Section 4: Beneficiary Designation Checklist
  • Section 5: Letter of Instruction
  • Section 6: Digital Access Guide
  • Section 7: Annual Review Worksheet
Real case studies show what happens when a plan is missing, and what happens when it isn't. You'll see the difference clear instructions make, and you'll walk away with every document and checklist you need to put your plan into action right away.
You don't need a law degree. You don't need a large estate. You just need a clear plan, written in a way you can actually understand, backed by real templates you can use today, so the people you love are cared for instead of left to sort through confusion.
Your family is worth this kind of care. Start your plan today.

août 2026, env. 164 pages, Independently published, Anglais
Independently Published
979-8-1925-6519-3

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