Estate Guru

Learn what estate planning covers, why it matters, and how to help clients (or yourself) create a plan that protects people, assets, and intent.

Estate Planning 101

Learn who’s involved in a revocable living trust, what each role does, and how they work together to protect and manage your estate.

Understanding Revocable Living Trusts

Key Documents & What They Do

A quick reference to the most common estate planning terms and what they mean in practice.

Estate Planning Terminology

Learn the difference between intestate, probate, and trust estates — and why having a plan in place can protect your assets and loved ones.

Understanding the Types of Estates

Per Stirpes vs Pro Rata: How Inheritance Distribution Works

Terminology & Structure

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