The Road Ahead Shouldn’t Be a Mystery.

Who will control your family’s future?

You can let the government decide...

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

Wills vs. Trusts – What’s the Difference?

If you care about privacy, protection, and keeping your family

out of the court system -- this is for you.

✅ 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.

What Happens If You Don’t Have a Plan

If you don’t make a plan, the government will.

And you might not like what they choose.

🔷 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.

What Happens If You Don’t Have a Trust?

Most people think a Will is enough. It’s not.

Here’s what happens if you don’t have a Living 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.

Why You Want to Avoid Probate at All Costs

🛑 Probate is a nightmare for your family. Here’s why:

❌ 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.

Who Should Have a Trust?

A Trust isn’t just for the wealthy -- it’s for anyone who wants to:

✅ 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.

What Is a Revocable Living Trust?

A Revocable Living Trust is a legal document that holds ownership of your assets  --  but you still control everything while you're alive. Unlike a Will, a Trust keeps your estate private, avoids probate, and ensures your wishes are followed immediately after your passing.

What Makes It Revocable?

A Revocable Trust means you can change, update, or even cancel it at any time.

You are in full control while you're alive.

Key Terms You Need to Know:

🔷 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.

How Does a Trust Protect You?

✅ Avoids probate – Your family won’t be stuck in court for months or years.

✅ 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.

Prevent Family Fights Before They Start

📌 Did you know? The #1 cause of family fights isn’t money  --  it’s inheritance disputes.

✅ A Trust prevents misunderstandings, legal battles, and broken relationships.

✅ 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.

Special Trust Provisions:

Do You Need These?

Our software includes advanced options for:

🔷 Special Needs Trusts  --  Protect disabled family members without affecting benefits.

🔷 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.

How Our Software Makes

Estate Planning Simple

✅ Attorney-written documents that are legally valid in all 50 states.

✅ 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!

Why I Help Families Protect Their Assets

(And What I Do)

Most people don’t realize that a Will alone doesn’t protect your family or your home. Without the right plan, your loved ones could face probate delays, court fees, and government involvement.That’s why I specialize in financial protection  --  helping families:

✔️ Keep the government & courts out of their estate.

✔️ 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.

Meet Jen: Why I Do This

(and How Easy It Really Is)

If you’re wondering who I am, why I do this work, or what estate planning actually looks like -- this video is for you. I’ll walk you through my story, why I’m not a lawyer, and give you a software demo to show you how simple and empowering this process really is.

Ready to Protect Your Family?

Start Here

Want to explore more before you decide?

📖 Learn how Wills and Trusts really work

— and why most families need more than just a Will

📄 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

NOT SURE WHAT YOU NEED YET?

Step 1: Take the Free Quiz

Not sure if you need a Will or a Trust?

Start here -- this 2-minute quiz will point you in the right direction.

READY TO GIVE US A TRY?

Step 2: Create Your Free Account

Start building your estate plan today using attorney-written software. It’s 100% private, secure, and there’s no obligation to pay.

📝 You can complete the entire process  --  with or without my help  --  and decide to pay at any point along the way.

💵 Wills are $495 and Trusts are $1,995.

JEN IS HERE TO HELP!

Step 3: Book Your Zoom Session With Jen

This step is essential. Every client books a personal session with me so I can help you make the right financial choices and walk you through the entire process.

You can schedule a call with me at any point in the process — before you begin, halfway through, or after you've explored everything. But the more you fill out ahead of time, the more efficient and helpful our time together will be.

All you need to complete beforehand are the basics. If you're stuck or unsure, I’m happy to walk through it with you.

Buy now, finish later

Ready to Secure Your Plan?

You can lock in your estate plan right now — even if you’re not ready to finish it today.

Once you complete your payment, I’ll personally reach out to set up your private client portal.

We’ll walk through everything together in a 1-on-1 Zoom session.

👇 Choose your plan:

Revocable Living Trust

Best for families who want to avoid probate, protect their home, and keep control in the hands of loved ones.

Will-Based Plan

Basic protection for single individuals or those just getting started.

STILL NOT SURE?

Still Have Questions?

Not sure where to start, or just want to talk it through first?

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.

Clarity

Simple tools and guidance that

remove all the guesswork.

Confidence

Real financial advice paired with

attorney-written documents.

Freedom

Take control of your legacy

-- without paying thousands

in legal fees.

Expert Financial Solutions. Personal Touch. Zero Legal Guesswork.

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