Wills, trusts, powers of attorney, beneficiaries, and settling an estate — the plan everyone needs, in plain English.
The estate-planning basics every adult needs. Wills, trusts, powers of attorney, beneficiary designations, and the mechanics of settling an estate when the time comes. Written for the family, with sidebars for the attorney.
Every chapter uses plain language and ends with a fill-in worksheet so the reading becomes a plan by the time you finish.
“Do I need more than a will?”
“Do I need a trust?”
“Who decides if I can’t?”
“How does an estate actually close?”
The flagship of the Plain English series — what a family office actually is, whether you need one, and how to build one.
See the FO plain-English guide →The free practitioner-reference library. Journal entries, accounting, corporate finance, financial statement analysis, and more.
Open the Foundations Series →Every reference guide, plain-English playbook, and $99 practitioner toolkit, in one place.
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