Who will control your family’s future?
or you can create a plan that actually protects what matters.
Wills, Trusts, and real solutions — without the attorney price tag.
Find out what kind of plan your family really needs
✅ A Will is a basic instruction sheet—but it still puts the government in charge.
✅ A Trust keeps the government out and your decisions private.
✅ A Will can be challenged, delayed, or made public.
✅ A Trust is legally binding and hard to fight.
📌 Not sure what you need? Take the quiz or book a consultation.
💡 The choice you make today affects everything tomorrow.
🔷 Probate court = delays, legal fees, stress, and family disputes.
🔷 Judges -- not your family -- get the final say.
🔷 Everything becomes public record -- anyone can see your finances.
🔷 A simple plan today prevents a nightmare later.
💡 Avoid the Government Plan. Protect your family with a Trust.
❌ Your family is stuck in probate court for months or years.
❌ The courts take 3–10% of your estate in fees.
❌ Everything is public -- anyone can see your finances.
❌ The government -- not your family -- controls the process.
❌ Family fights over inheritance tear loved ones apart.
❌ Identity theft is common for estates in probate.
💡 A Living Trust prevents ALL of this. It keeps everything private, secure, and stress-free for your family.
❌ It takes months -- or even years.
❌ It’s expensive: 3–10% of your total estate could be lost.
❌ It’s public: anyone can see what you owned and who got what.
❌ Judges -- not your family -- make final decisions.
❌ Inheritance fights destroy families.
❌ Identity theft from probate records is a real and growing risk.
✅ A Living Trust is the ONLY way to avoid probate, protect your legacy, and keep your affairs private.
✅ Avoid probate and keep their estate private.
✅ Control how and when assets are distributed.
✅ Protect children, disabled family members, or vulnerable dependents.
✅ Keep their home and financial legacy safe from court interference.
A Revocable Trust means you can change, update, or even cancel it at any time.
You are in full control while you're alive.
🔷 Trustor (Grantor) – That’s you! The person who creates and funds the Trust.
🔷 Trustee – The person (or institution) managing the Trust. You’re the Trustee while you’re alive.
🔷 Successor Trustee – The person who takes over managing your Trust if you pass away or become incapacitated.
🔷 Beneficiaries – The people who will receive assets from your Trust.
✅ Keeps everything private – No public records, no nosey relatives.
✅ Immediate asset distribution – No waiting, no government interference.
✅ Protects against family disputes – Clear instructions prevent fights over inheritance.
✅ Works while you're alive – If you're ever unable to manage your finances (illness, injury, etc.), your Successor Trustee can step in without court involvement.
📌 A Will is just a list of wishes. A Trust is legal protection.
Want to make sure your assets go to the right people without government interference?
A Trust is the best way to protect your home, family, and legacy.
✅ Your wishes are clear, legally binding, and protected -- no room for confusion.
✅ Loved ones get immediate access to assets without court delays.
💡 A Trust removes uncertainty and gives your family peace of mind.
🔷 Guardianship -- Ensure minor children have a safe, stable future.
🔷 Spendthrift Provisions -- Control how money is distributed to prevent financial mismanagement.
🔷 Pet Trusts -- Make sure your pets are cared for if something happens to you.
💡 Every family is different -- make sure your estate plan reflects YOUR needs.
✅ User-friendly, guided process -- no confusing legal jargon.
✅ Update anytime (Power of Attorney & Health Directives should be updated every 2 years).
✅ More affordable than hiring an attorney -- but just as secure.
💡 Get started today -- your estate plan is just a few clicks away!
✔️ Secure their home & financial assets for their loved ones.
✔️ Create a plan that is affordable, stress-free, and backed by attorneys.
💡 I’m not an attorney, but I provide financial guidance using attorney-written estate planning software -- so you can create a legally valid Will or Trust without the high legal fees.
Ready to protect what matters most?
Take my FREE quiz or book a consultation today.
Want financial guidance that matches your values?
Let’s build a future that feels like you.
📄 Preview real sample documents from The Legacy Plan
🎥 Watch a full demo of the software I use to build your plan
❓ Find quick answers to common questions in the FAQ
👋 Read about who I am and why I started Savvy Jen
Best for families who want to avoid probate, protect their home, and keep control in the hands of loved ones.
Basic protection for single individuals or those just getting started.
Click below to book a quick 15-minute phone call — I’ll help you figure out where to start and what makes the most sense for your situation.
Simple tools and guidance that
remove all the guesswork.
Real financial advice paired with
attorney-written documents.
Take control of your legacy
-- without paying thousands
in legal fees.
Expert Financial Solutions. Personal Touch. Zero Legal Guesswork.
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