Financial Literacy DailyMoney is about people — and for people.Get Instant Access — $47 →

The 2026 Edition

Leave your family a plan — not a legal nightmare.

The 160-page guide, 11 fillable tools, and a 36-page workbook that walk you — and your family — through what to do, in what order, before you ever set foot in a lawyer's office.

The Complete Guide to Trusts, Wealth & Family Protection — book, tablet, and phone50% off launch pricing
$94$47Launch pricing

Instant access · delivered in your membership zone

This isn't for everyone.

If you don't own anything, this isn't for you.

If you live outside the United States, this isn't for you.

If you want a cheap shortcut, this isn't for you.

This is for the person who built something real.

The person who knows it's worth protecting.

The person who knows life can change in one second.

The person who wants their family safe — no matter what.

If that's you, keep reading.

The Problem

Most American families have no real protection.

You have a home.

You have savings.

You have investments.

You have life insurance.

You have a business.

You have built real things worth protecting.

What you probably don't have is a plan.

Do you? Probably not — or you think a will is enough.

A will still goes through probate.

A will puts your family in a courtroom.

A will makes your assets public record.

A will can freeze accounts for months.

A will can turn siblings against each other.

A will costs your family thousands in court and attorney fees.

A will leaves the final say to a judge who never met you.

That's the problem. And it stays the problem until you fix it — while there's still time.

If You Do Nothing

If you do nothing, the court takes over.

Your family waits — months, sometimes years.

Your accounts freeze.

Your property sits in limbo.

Your children get stuck in the middle.

Your spouse carries it all alone.

Your estate becomes public reading.

Maybe you think your family will figure it out.

They won't get the chance.

The court doesn't ask what you wanted.

The judge doesn't know your wishes.

The system doesn't care what it costs them.

Do nothing — and the price lands on the people you love.

Probate

The average American estate spends 6–18 months in probate court. Fees run 3–7% of the estate — public record, family visible.

The wrong form

A single incorrectly titled account can undo an entire estate plan. Most families never discover it until it's too late.

Incapacity

Two-thirds of adults have no valid power of attorney or healthcare directive. Without them, the courts decide — not your family.

Confusion

Spouses, adult children and trustees often can't locate accounts, policies or documents when they're needed most.

Probate never hurts the person who's gone. It hurts the people they loved.

The Way Out

You don't need to become an expert.
You need the right moves, in the right order.

You don't need ten legal books.

You don't need ten meetings.

You don't need a law degree.

You need one clear guide. Inside, you'll learn:

How a trust actually works — in plain English.

How to pick the one your family needs.

How to set it up and fund it without mistakes.

How to protect your kids, your home, your accounts.

How to keep your family out of probate court.

How to save months of waiting and thousands in fees.

How to leave a plan that holds — even when you're not there.

"The book to read before you see a lawyer — so the expensive hour is spent signing, not explaining."

Life After

With a plan in place, your family never sees a courtroom.

This is what done looks like.

Your home passes smoothly.

Your accounts never freeze.

Your money stays private.

Your children are protected.

Your spouse isn't left guessing.

Your wishes are followed — exactly as you wrote them.

Your family gets answers, not paperwork.

Your plan works even when you're not there.

What you're really getting isn't a book.

It's protection.

It's clarity.

It's control.

It's peace.

That's what this guide is for.

Get the full guide + 11 tools + workbook today.

Get Instant Access — $47

What's Inside

Inside the book: 37 chapters that take you from zero to a working plan.

Every question a family actually asks — answered in order.

  • Do you actually need a trust — or just a better will?
  • How to avoid probate (and the #1 funding mistake that voids the effort)
  • Titling accounts, homes and vehicles the right way
  • Choosing trustees and beneficiaries without starting a family war
  • Powers of attorney and healthcare directives that hold up
  • The retirement retitling trap that quietly wrecks estates
  • Medicaid and estate recovery — done safely, done early
  • Blended families, Special Needs Trusts, and providing for minors
  • Digital assets — accounts, passwords, crypto and cloud
  • Pets, privacy, and how to keep the plan current
  • A 90-day plan with the exact scripts to use with your attorney, bank and family
  • The three-year review that keeps your plan from going stale
160
pages
37
chapters
10
case studies
2026
figures verified

Most families learn this in probate court. You're learning it now.

The Tools

You don't just read the plan. You fill it out — 11 tools and a 36-page workbook.

WorkbookAction Workbook — 36-page workbook
01Family Money Map
02Trust Funding Checklist
03Document Tracker
04State Worksheet
05Beneficiary Audit
06Digital Assets Inventory
07Attorney Questions
08Letter of Intent
09Trustee Instructions
10Pet Care Sheet
11Survivor's Guide
Inside your membership area — the real course dashboard

No review wall.

No email gate.

No broken download links.

No waiting.

Readable on every device — computer, tablet, phone.

Everything is in your membership zone the moment you buy — because you already paid for it.

No generic templates your state may reject — these are the worksheets that walk you into an attorney's office fully prepared.

Get the full guide + 11 tools + workbook today.

Get Instant Access — $47

Who Wrote This

Written by an international banker, founder, entrepreneur.

25+ years inside international finance and banking — building and scaling a financial advisory firm and an SME lending firm. Sat with families holding great fortunes and families holding a single home, and learned the same thing from both:

Everyone wants to protect what they built.

— Gabriel Jax

Why This Guide

We read 1,000+ real Amazon reviews of the best-selling guides — then fixed what people hated.

Most Guides
The Complete Guide
Forms locked behind a review wall, dead QR codes, empty folders
11 tools + workbook delivered instantly, in your membership zone
Generic templates your state may reject
Worksheets that prepare you for your attorney
Dictionary definitions and filler
Specific moves, scripts, and a 90-day plan
Frozen, out-of-date editions
2026 figures verified

Based on our own review of 1,000+ reviews across 16 best-sellers (7,000+ combined ratings), 2026.

The Value

An estate attorney runs $2,000–$5,000.
This gets you 80% of the way there — so you walk in well-prepared — for $47.

$47
The Complete Guide
$2,000$5,000
A typical estate attorney
Months
Of back-and-forth without a plan

On a $500,000 estate, probate can quietly eat $15,000–$35,000 in fees and costs.This guide is $47.

How It Works

Your first 90 days: from nothing in place to a protected family.

01

Read what applies to you

Choose the chapters that fit your family, your state, and your stage of life. No wasted reading.

02

Do the 36 moves

Follow the fillable tools in order. Every move is small, specific, and stackable.

03

Leave a plan, not a mess

Your family opens one folder and finds everything — documents, contacts, wishes, next steps.

Who It's For

This guide is for people with something to protect.

Who It's For

  • Adults with a home, retirement account, or minor children
  • Anyone with parents entering their 70s or 80s
  • Blended families and second marriages
  • Small-business owners and landlords
  • Anyone who has 'been meaning to' for years

Who It's Not For

  • Ultra-high-net-worth families with a dedicated estate team
  • Anyone looking for a fill-in-the-blanks legal document
  • Readers who want theory and definitions, not action
  • You'd rather hope your family 'figures it out'

Get the full guide + 11 tools + workbook today.

Get Instant Access — $47

Get the Guide

Everything — the book, 11 tools, the workbook — for one payment of $47.

160-page book + 11 fillable tools + 36-page workbook. 2026 Edition.

Everything you get — book, workbook, tablet, phone, and printed worksheets
$94$47Launch pricing

Instant access · delivered in your membership zone

Code PROTECT50 — 50% off, applied automatically at checkout.

FAQ

Questions people ask before they buy.

No — and that's the point. It's the preparation that makes your lawyer's hour productive instead of exploratory. Most readers cut their attorney bill in half because they walk in knowing exactly what they need.

Our Promise

We don't post fake reviews.

This book is new, so there are no customer reviews yet — and we'll never invent them. Instead, we did the opposite: we read over 1,000 real Amazon reviews of the best-selling estate guides, then built this book to fix exactly what readers said was missing.

When real readers write in, you'll see their words here — unedited.

Leave your family a plan — not a legal nightmare.

You built it. Now protect it.

Stay Protected

Not ready to buy?

Receive the free 12-point checklist.

Ten minutes.

Honest answers.

A clear picture of where you are — and what's missing.

On Instagram: comment PROTECT and I'll send it to your DMs.