The Estate and Trust Playbook
What the wealthy teach their kids about how money survives them.
Course material drafted and in production. Active members get access on day one of the public launch. Pre-order pricing locks in the current rate.
The ROI
The structure that lets wealth compound across generations instead of dissolving in one. One avoided probate is worth the course 20x.
What you get
- 8 lesson videos
- Estate planning document checklist
- Sample revocable living trust language
- Beneficiary audit template
- Family money education by-age guide
- Architect's Charter template
- Quarterly live cohort call with estate attorneys
Length: 8 lessons, ~160 minutes
Level: Operator and Architect.
Lesson breakdown
- 1. The Three Layer Wealth Question (financial, time, influence)
- 2. Wills, Trusts, and the Document Set Every Operator Needs
- 3. Revocable Living Trusts and Pour-Over Wills
- 4. Irrevocable Trust Strategies for Asset Protection
- 5. Beneficiary Hygiene: The Most Overlooked Document Audit
- 6. Teaching Your Family Money (the by-age framework)
- 7. Philanthropy Frames: Family, community, mission, builder, operator
- 8. The Architect's Charter: Capturing intent across generations
Stack it
If this Power Course resonates, you almost certainly want at least one of the others. Check the full Power Course catalog and the three curated bundles. Or, if you want all 8, the Architect tier includes every Power Course free along with the blueprint, the coaching, and the kit.
Buy the course
Square checkout for this Power Course goes live with the public launch. If you are reading this in pre-launch, the course is being finalized and existing Foundation, Operator, and Architect members receive priority access notification. To lock in the current price, take the profile and request a pre-launch hold from the strategist who follows up.