Paperback
Large format, 8.5 × 11 — room to actually write. Every worksheet and the complete Organizer are printed right in the book.
View on Amazon.comThe Peace of Mind Series · Book Four · The Complete 3-in-1 Guide
Three books' worth of decisions. One plan your family can actually find.
Your will, your living trust, and every affair in order — in one book.
Revised and combined edition. Two earlier guides rebuilt as one, with a new chapter and the source for every figure printed in the book.
Somewhere in a desk drawer is a shoebox: bank statements from three banks, an insurance card from a company that changed names twice, a sticky note that says "IRA?" — and no passwords for anything. Nobody was careless. Nobody wrote it down in one place.
Most families don't need three estate planning books. They need one that tells the truth about all three subjects: what a will can and cannot do, whether you need a living trust at all, and how to leave everything findable. Wills, Trusts & Estate Planning is that book — a revised and combined edition of Get Your Affairs in Order and Living Trusts Made Simple, woven into twenty short chapters.
Ways to read it
The same book, in the form that fits your kitchen table
Hardcover
The same book at 8.25 × 11, in a hard case — for the shelf your family will one day go looking on.
View on Amazon.comWhat the book actually does
Three subjects, told straight
- Part I — Your will and the papers beside it
- What a will does and doesn't do, the beneficiary forms that quietly outrank it, the four documents that speak for you while you're alive, and an honest price list.
- Part II — Your living trust
- An honest scorecard for whether you need one at all, what probate would really cost in your state, the nursing home question — and funding the trust, asset by asset.
- Part III — Every affair in order
- The complete inventory, the insurance and benefits your family shouldn't have to hunt for, your digital life, and where Social Security and Medicare meet your estate plan.
- All 50 states at a glance
- Small-estate limits, will signing rules, transfer-on-death deeds, and state estate or inheritance tax for every state.
Inside the book
Twenty short chapters, and the pages to finish the job
- The beneficiary forms that outrank your will and your trust — and the Supreme Court cases where the ex-spouse won
- Powers of attorney, the healthcare proxy, the living will and the HIPAA release, and what they really cost
- DIY, online service, or attorney? Real 2026 prices, and when an attorney is non-negotiable
- Trust or will: the clear yes signals, the clear no signals, and why nobody selling a trust tells you no
- What stays out of the trust — retirement accounts above all — and the costly mistake of moving an IRA in
- Where benefits meet your estate plan: the survivor benefit, IRMAA in the year you sell the house, and the care Medicare does not pay for
- Three appendices: The Organizer & Funding Tracker, all 50 states at a glance, and Questions to Ask an Attorney
The series it belongs to
Which book is right for you?
This book brings together, revises and updates Get Your Affairs in Order and Living Trusts Made Simple. If you already own both, you have the material. If you want the whole plan in one place, this is the one to start with.
Retirement income is a different subject with its own book: Social Security & Medicare covers when to claim, which Medicare plan fits, and every deadline that costs you if you miss it.
Free, for everyone
The Companion Pack
Printable PDFs for the whole series: the Quick-Start Checklist, the fifty-state tables with the statute cited beside every figure, organizer worksheets, the Yearly Estate Check-up, and fifteen free official resources your family may need one day.
No sign-up, no email address, no strings.