“WHAT IS THE LEGACY BUILDER TOOLKIT? The Legacy Builder Toolkit is a digital estate planning package designed by attorneys to help you create a legally valid will or trust — without the high cost of traditional legal services. Perfect for parents, homeowners, and anyone ready to take control of their legacy”

This toolkit provides general legal information and fillable legal form templates. It does not constitute legal advice, nor does it create an attorney-client relationship. For legal advice specific to your situation, please consult a licensed attorney.

WHAT'S INCLUDED:

LEGAL TEMPLATES

· Last Will and Testament (Individual & Joint)

· Revocable Living Trust

· Power of Attorney

· Health Care Proxy & Living Will

· Pour-Over Will

 VIDEO LESSONS

· How to choose between a Will and Trust

· Steps to properly execute documents

· How to fund a Trust

· Avoiding common estate planning mistakes

 LEGACY ORGANIZER WORKBOOK

· Assets & account inventory

· Password vault & digital estate planning

· Burial wishes & family instructions

 OPTIONAL ADD-ONS

· Attorney consultation

· Notary + witness coordination

· Trust funding checklist

WHO IT'S FOR

· Parents who need to name guardians

· Homeowners looking to avoid probate

· Aging adults planning for the future

· Anyone who wants peace of mind

PRICING:

· Toolkit Only: $500

· Toolkit + Attorney Review: $1,000

Please note: Purchasing the $500 Toolkit alone does not create an attorney-client relationship. If you wish to receive legal advice or document review, you must purchase the $1,000 Toolkit with Attorney Review.