The Funded Trust & Estate Planning Protocol

The Only Book That Exposes the Paper Trust Trap And Gives You the 90-Day System to Fund Your Living Trust Before One Unfunded Asset Sends Your Family Through Probate

Most Americans who create a living trust never actually finish it. They have the document. They don't have the Trust. This is called the Paper Trust Trap - and it is the default outcome for most American families who believe they have an estate plan. Introducing The Funded Trust & Estate Planning Protocol, the only estate planning book that starts where every other book stops: after you sign. The Protocol is built using Reverse Estate Engineering - a 90-day, asset-by-asset system that takes you from unfunded document to fully protected estate, with the exact steps, exact forms, and exact language for every institution, every asset type, and every edge case. What you'll learn: why 60-70% of living trusts fail; what probate actually costs your family; the mortgage clause that protects you when you transfer your home; why your IRA beneficiary designation is probably wrong under the SECURE Act 10-year rule; the digital asset your successor trustee legally cannot access; why blended families that skip the QTIP Trust create the exact conflict they were trying to prevent; the S-corporation rule that catches business owners by surprise; the 1 life event that requires immediate trust action. PLUS 4 bonuses: Digital Asset Inventory (Excel), Successor Trustee Letter Template (Word), State-by-State Estate Planning Resources, 90-Day FTP Progress Tracker.

Juni 2026, ca. 124 Seiten, Englisch
Scott Bennet
978-1-80556-812-4

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