Is a trust right for you?
Determine whether a revocable living trust fits your situation.
Available on Amazon · Guided workbook
The 21-Day
Revocable Living
Trust Blueprint
A signed trust is not a finished trust.
One focus, one concrete action, and one checklist each day to help you build, fund, verify, and finish your trust plan.
Beyond the signature
Turn an unfinished plan into clear next steps.
A revocable living trust can help your family avoid probate for assets properly placed in it. But signing the documents is only part of the process.
Assets must be handled correctly. Transfers and beneficiary designations must be verified. Records must be organized. Your successor trustee must know where to begin. When the plan is incomplete, some assets may remain outside the trust and still be subject to probate.
This guided workbook turns a complicated estate-planning project into a structured completion system, so you can make steady progress without becoming overwhelmed.
Who this book is for
A clear path from where you are now.
Make the conversations count.
Prepare for productive conversations with attorneys and financial institutions.
Follow through on your plan.
Work through the next steps for a trust you already created, including funding, verification, and organized records.
Inside the blueprint
Know what to do.
Know what to verify.
Clear Attorney Flags show when your next step requires individualized legal, tax, or financial guidance.
- Determine whether a revocable living trust fits your situation
- Inventory your assets and decide how each should be handled
- Prepare for productive conversations with attorneys and financial institutions
- Track trust funding and verify completed transfers
- Audit beneficiary designations and identify potential conflicts
- Organize your records and prepare your successor trustee
Companion resources
Eight practical tools.
Ready to return to.
The book’s companion appendices are available as downloadable PDFs you can print and use again.
- Asset inventory
- Trust funding tracker
- Beneficiary audit
- Trustee scorecard
- Annual review checklist
- Life-event checklist
- Family meeting script
- Successor trustee reference card
Your next step
Do not leave your family a signed document and an unfinished plan.
You do not need to become an estate-planning expert. You need a system that helps you understand what to do next, what to verify, and when to ask for professional help.
Build it. Fund it. Verify it. Finish it.