Learn It · Asset Protection · Toolkit
The Asset Protection Toolkit
Checklists anyone can use, and worksheets for trusts, LLCs and your asset map. Gold and Platinum members can turn each worksheet into an attorney-ready summary, and the trust and LLC worksheets into sample drafts marked not for signing. Everything is education to bring to your attorney, not a legal document.
Estate checklists
Free. Five checklists for documents, beneficiaries, trust funding, keeping your LLC shield, and incapacity.
Worksheets
Gold & Platinum. Revocable trust, ILIT, SLAT, LLC operating agreement and asset inventory.
Document generator
Gold & Platinum. Watermarked PDFs: attorney-ready summaries and sample drafts for the trust and LLC.
New to this? Start with how asset protection fits together.
Free
Estate plan checklists
Estate plan documents checklist
0/14 tickedThe core papers almost every adult needs, whatever their wealth.
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Beneficiary & titling audit
0/11 tickedBeneficiary forms and titles override your will. Check each one.
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Trust funding checklist
0/8 tickedAn unfunded trust does nothing. These steps move assets into it.
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Keep the LLC shield checklist
0/10 tickedCourts ignore LLCs that aren't run as separate businesses. These habits keep the protection real.
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Incapacity readiness checklist
0/6 tickedWho pays the bills and runs the business if you can't for six months?
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Let Money Grow™ — licensed copy. Not for redistribution or resale.
Gold & Platinum
Worksheets and document generator
Fill in a worksheet, press Save, then download. PDFs use your last saved answers, carry your licence details and are watermarked. Sample drafts are stamped "Sample — not for signing" on every page.
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