The Funded Trust & Estate Planning Protocol: How to Fully Fund Your Living Trust in 90 Days So Your Family Avoids Probate, Your Assets Go Where You Want, and Nothing Gets Left to Chance
Sale price
$28.99
Regular price $34.99
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Have you signed your trust documents and filed them away — believing your estate plan is finally complete?
Been told by your attorney that "everything is in order" — without anyone explaining that the signed document and the funded trust are two completely different things?
Or assumed that because you paid for a living trust, your house, your brokerage account, and your IRA are automatically protected from probate — while every one of them remains fully exposed?
Most Americans who create a living trust never actually finish it.
They have the document. They don't have the Trust.
This is called the Paper Trust Trap. And it is the default outcome for most American families who believe they have an estate plan.
Introducing The Funded Trust & Estate Planning Protocol, the only estate planning book that starts where every other book stops: after you sign. The Protocol is built using Reverse Estate Engineering, a method that starts from the protected estate you want and works backwards to every asset transfer required to get there, and then lead you through the FTP — a 90-day, asset-by-asset system that takes you from unfunded document to fully protected estate, with the exact steps, exact forms, and exact language for every institution, every asset type, and every edge case.
1.Digital Asset Inventory (Excel): 7 tabs — financial accounts, crypto wallets, password managers, platform keys, subscriptions, and legacy contacts — everything your successor trustee needs to find and access your digital estate.
2. Successor Trustee Letter Template (Word): 8 sections, pre-written and fill-in-the-blank — from the 1st 24 hours to tax obligations — so the person you named knows exactly what to do.
3. State-by-State Estate Planning Resources (Online): Direct links to county deed recorders, transfer tax exemptions, and beneficiary portals for every state, updated for 2026
4. 90-Day FTP Progress Tracker (Excel): 44 steps across 3 phases, auto-updating dashboard — so you always know exactly where you are in the protocol.
The Funded Trust & Estate Planning Protocol: How to Fully Fund Your Living Trust in 90 Days So Your Family Avoids Probate, Your Assets Go Where You Want, and Nothing Gets Left to Chance
Sale price
$28.99
Regular price $34.99
The Only Book That Exposes the Paper Trust Trap And Gives You the 90-Day System to Fund Your Living Trust Before One Unfunded Asset Sends Your Family Through Probate and Costs Them $15,000–$50,000 in Avoidable Court Fees
Have you signed your trust documents and filed them away — believing your estate plan is finally complete?
Been told by your attorney that "everything is in order" — without anyone explaining that the signed document and the funded trust are two completely different things?
Or assumed that because you paid for a living trust, your house, your brokerage account, and your IRA are automatically protected from probate — while every one of them remains fully exposed?
Most Americans who create a living trust never actually finish it.
They have the document. They don't have the Trust.
This is called the Paper Trust Trap. And it is the default outcome for most American families who believe they have an estate plan.
Introducing The Funded Trust & Estate Planning Protocol, the only estate planning book that starts where every other book stops: after you sign. The Protocol is built using Reverse Estate Engineering, a method that starts from the protected estate you want and works backwards to every asset transfer required to get there, and then lead you through the FTP — a 90-day, asset-by-asset system that takes you from unfunded document to fully protected estate, with the exact steps, exact forms, and exact language for every institution, every asset type, and every edge case.
Here's a fraction of what awaits you:
- The 3 reasons 60–70% of living trusts fail and why yours may already be one of them
- What probate actually costs your family — the number most estate planning books never print
- The mortgage clause that protects you when you transfer your home and why your lender never mentioned it
- Why your IRA beneficiary designation is probably wrong under the SECURE Act's 10-year rule and what it costs your heirs
- The digital asset your successor trusteelegally cannot access and the authority in 49 states they don't know they have
- The financial account most likely to fall through the gaps — it's probably not the one you're thinking of
- Why blended families that skip the QTIP Trustcreate the exact conflict they were trying to prevent
- The S-corporation rule that catches business owners by surprise — and why waiting costs more than the transfer itself
- The 1 life event that requires immediate trust action — and that most people discover too late
- What the person you named as successor trustee doesn't know — and what happens to your estate if they find out the hard way
- And much more!
Plus: 4 High-Value Bonuses Included With Your Copy
1.Digital Asset Inventory (Excel): 7 tabs — financial accounts, crypto wallets, password managers, platform keys, subscriptions, and legacy contacts — everything your successor trustee needs to find and access your digital estate.
2. Successor Trustee Letter Template (Word): 8 sections, pre-written and fill-in-the-blank — from the 1st 24 hours to tax obligations — so the person you named knows exactly what to do.
3. State-by-State Estate Planning Resources (Online): Direct links to county deed recorders, transfer tax exemptions, and beneficiary portals for every state, updated for 2026
4. 90-Day FTP Progress Tracker (Excel): 44 steps across 3 phases, auto-updating dashboard — so you always know exactly where you are in the protocol.