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4.7 ★★★★★
Based on 65 reviews
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Product Reviews
★★★★★ 5
Essential Guide to Estate Planning
Format: Kindle
This book is a treasure trove of information for anyone navigating estate planning. It breaks down complex topics into simple, easy-to-understand sections. The downloadable templates for checklists and essential documents are incredibly helpful—they make the planning process much more manageable.
I found the guidance on protecting assets and saving on taxes particularly valuable. It’s clear, practical, and actionable, which is exactly what you need in a resource like this.
Overall, it’s an excellent guide for securing your financial future and ensuring everything is in order. Highly recommend it to anyone starting their estate planning journey!
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Reviewed in the United States on December 4, 2024
★★★★★ 5
So helpful!
Format: Kindle
I was a trustee on my father’s living trust. I wish I had read this before he died.
As a trustee I was so confused and even had to pay his estate attorney to guide me through a few things.
My husband and I have been hesitant to put together our will or trust for that very reason.
After reading this I understand the process so much more. It’s not as confusing as I thought.
I know I can save lots of time and money setting everything up now. Thanks!
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Reviewed in the United States on October 16, 2024
★★★★★ 5
Get ahead and learn the basics
Format: Kindle
I wanted to get ahead and learn the basics before diving deep and involve getting lawyers to help me take care of my family's assets. Just like planning for your life and getting health insurance, another way to secure your future is protecting your assets. This book provided basics of estate planning, understand key definitions, and navigate taxes and legalities. It also provided points to consider in choosing the right lawyer to help me. Bonus on this book is the checklist, I like to track my progress and to dos.
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Reviewed in the United States on October 20, 2024
★★★★★ 1
Missing so much!
Format: Kindle
This book did nothing but repeat itself. It's writings from several people as they state in the book and each person said the same thing. The whole book can be summed up in 50 pages (probably less) and is simply an outline. It literally tells you to make sure you update your documents and have your passwords secured and accessible by appropriate people. If that's the level you are looking for then this is a great book, but if you want the nitty-gritty, look elsewhere! They advertise a book that has that info supposedly but I am scared to potentially waste my money on that book since I thought I was getting that with this book, "The only Estate Planning book you'll ever need!"
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Reviewed in the United States on September 11, 2025
★★★★★ 5
A comprehensive guide to estate planning
Format: Kindle
This guide is a detailed and practical resource for anyone looking to protect their assets and plan for the future. I appreciated the clear explanations of complex topics, like the differences between revocable and irrevocable trusts and how to handle digital assets within a trust. The tips on avoiding probate and minimizing taxes are particularly useful, making the process feel more approachable. The included checklists and workbooks add extra value, helping you organize and implement your plans step-by-step. It's a solid guide for anyone wanting to take control of their estate planning and set their family up for success.
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Reviewed in the United States on September 22, 2024