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Estate Planning Guides
Protect your family
before life decides
for you.
Plain-English estate planning guides that walk you through exactly what to do — without a stack of confusing legal forms.
The Reality
Most people wait
until it’s too late.
- You don’t have a will — or it’s years out of date
- Nobody knows where your accounts or passwords are
- Your 401(k) beneficiary still says your ex-spouse
- Your family would face months of legal chaos tomorrow
- You keep meaning to deal with it — but don’t know where to start
The VestedWisdom Way
A clear plan you
can act on today.
- Step-by-step checklists in plain English — no law degree required
- Covers what to do right now and what to build toward
- Tells you exactly which documents you need and where to get them
- Written for real families — not just the ultra-wealthy
- Instant download — start protecting your family within the hour
Choose Your Guide
Two guides. Every stage of planning.
Whether you need to act right now or want a complete plan, we have a guide for exactly where you are.
Legacy Triage
The immediate steps every adult should take — regardless of age or wealth.
- The 5 things to do in the next 48 hours
- How to make sure your accounts go to the right people
- The critical document your family needs to find everything
- What happens if you do nothing — and how to avoid it
- Instant PDF — start within the hour
Legacy Roadmap Estate Planning Guide
The complete roadmap for protecting everything you’ve built.
- Everything in the Legacy Triage guide
- Wills, trusts & powers of attorney — explained plainly
- How to protect minor children and name the right guardians
- 91 pages – 27 chapters – 10 fillable worksheets
- When you need an attorney — and exactly what to bring
Get both guides together
Legacy Triage + Legacy Roadmap Guide — everything you need.
$48
$39
Save $9
What’s Inside
Every question answered.
Every step explained.
Our guides tell you what to do, why it matters, what happens if you skip it, and exactly how to get it done.
01
Beneficiary Audit
Find every account that passes outside your will and make sure it goes to the right person.
02
Document Inventory
Build the master file your family needs to find accounts, passwords, insurance, and property.
03
Will Essentials
What a valid will must include, what it can’t do, and when you can skip the attorney.
04
Power of Attorney
Who makes decisions if you’re incapacitated — financial and medical — and how to set it up.
05
Minor Children
How to name a guardian and make sure money reaches your kids — not the courts.
06
Digital Assets
What happens to your online accounts, crypto, and digital files — and how to leave clear instructions.
07
Trust Basics
When a trust makes sense and the plain-English difference between types.
08
Attorney Checklist
When you need a lawyer, what to bring, and what questions to ask to avoid overpaying.
What Readers Say
Real families. Real peace of mind.
“I’d been putting this off for years because I didn’t know where to start. I finished the Legacy Triage guide in one evening and finally feel like my family is protected. Worth every penny.”
Michael R.
Father of two, age 44
“My husband passed suddenly last year. If we hadn’t sorted our estate plan, I would have been in serious trouble. Please — don’t wait. This guide makes it so easy to get it done.”
Sandra T.
Retired educator, age 61
“As an attorney I was skeptical, but I recommend this to clients who aren’t ready for a full estate plan. It handles the critical basics in a clear, accurate, and genuinely helpful way.”
James K., Esq.
Estate attorney, 18 years
Common Questions
FAQ
Don’t wait
Your family deserves a
plan, not a crisis.
68% of Americans have no estate plan. Today is the day to stop being part of that statistic.
· Instant PDF download · No subscription