Texas Legacy Toolkit™

Protect what you've built. Pass on what matters. Without hiring a lawyer (yet).

Most Texas families aren't worried about an accident. They're not worried about anything — and that's exactly the problem.

When something happens, the people you love are left grieving, stressed, and completely unprepared — forced to make life-changing decisions you could have made for them first.

The Texas Legacy Toolkit™ changes that.

Built by a Texas estate planning attorney licensed since 2002, this is the roadmap, the worksheets, and the decision tools Texas families with $1M–$30M in assets need to start their estate plan with clarity, confidence, and control — in under an hour.

What's Inside — All 10 Sections:

✅ Texas Estate Planning Fundamentals — Plain English overview of wills, trusts, probate, and incapacity. No jargon.

✅ What a Will Cannot Do — The gaps most families don't find until it's too late. The most important section in this Toolkit.

✅ Estate Planning Gap Checklist — Find your vulnerabilities in under 10 minutes. Bring this to any attorney meeting.

✅ Will vs. Trust Flowchart — 6 questions. Clear direction. Under 5 minutes.

✅ Family Asset Inventory Worksheet — Know what you own, how it's titled, and what needs to be protected or retitled.

✅ Legacy Vision Worksheet™ — Start the conversation 90% of couples avoid. Rate your priorities individually, then compare with your spouse.

✅ The Signing & Funding Map™ — What "signed and funded" actually means — and why most estate plans fail after the signing table, not at it.

✅ Legacy Delivery Tools — The 'Where to Find Everything' sheet + a Legacy Letter template to pass down more than money.

✅ Texas Legal Requirements Summary — Witness rules, notary requirements, community property, probate timelines, and beneficiary designation rules at a glance.

✅ Questions to Ask Any Estate Planning Attorney — 10 questions that separate specialists from generalists. Don't hire anyone without asking these first.

Why It Works:

This isn't a legal template.

It's a thinking tool. A decision framework. A clarity accelerator.

It puts you in the top 5% of Texas families — the ones who act before a crisis forces their hand.

And when you're ready to move forward with professional guidance, you can apply your $97 toward a full Legacy Guard Experience™ at LegacyGuardTX.com.

One-time payment. Instant digital delivery.

Your PDF downloads automatically the moment your payment is confirmed. No account required.

14-Day Money-Back Guarantee

I created the Texas Legacy Toolkit™ to give you real clarity, direction, and momentum — not fluff. If after going through the Toolkit you feel it didn't help you get closer to protecting your family and assets, I'll refund your purchase — no hard feelings.

To qualify, complete the Legacy Vision Worksheet™ and the Estate Planning Gap Checklist and email me within 14 days. That's how I know you gave it a real shot. If you do the work and still feel it's not right for you, I'll refund every penny.

Questions? Email [email protected]

This Toolkit is for educational purposes only and does not constitute legal advice. Texas law changes — verify your specific situation with a licensed Texas estate planning attorney. Legacy Guard TX™ · LegacyGuardTX.com · Licensed Since 2002