Estate planning membership concept showing trust binder, last will and testament document, family icons, house model, insurance papers, and financial tools arranged on a desk representing trusts, wills, and asset protection planning.
Estate Planning should begin with clarity — not confusion.
The RetireCoast Estate Planning Membership provides a structured system to help you prepare core estate planning documents, organize important decisions, and begin thinking through asset protection issues before seeking formal legal review.
This is not a shortcut around an attorney. It is preparation that reduces unnecessary cost, confusion, and uncertainty while helping you approach legal review with a more complete plan.
Existing members can log in through Payhip to access their purchased estate planning tools.
Membership Snapshot
Core Estate Documents
Revocable living trust, will, durable power of attorney, advance directive, and HIPAA authorization tools.
Trustee & Planning Guidance
Trustee selection guidance, trust funding support, and practical planning worksheets.
Asset Protection Layer
Irrevocable trust, LLC ownership, mortgage/lending, insurance, and related decision/document tools.
What This Membership Includes
This membership is designed to give you a fuller estate planning system — not just a single document. Members receive access to guided tools, structured builders, and planning resources that help organize decisions before final legal review.
Revocable Living Trust Builder
Prepare a structured trust draft with trustee details, beneficiary provisions, and Schedule A support.
Successor Trustee Evaluator
Compare trustee candidates logically before finalizing one of the most important trust decisions.
Trust Funding Guide
Learn how to move assets into your trust properly so the trust is more than just paperwork.
Last Will and Testament Builder
Create a guided draft covering personal representatives, guardians, specific gifts, residue, and core will provisions.
Durable Power of Attorney Builder
Organize financial authority and backup decision-maker choices for incapacity planning.
Advance Health Care Directive Builder
Record treatment preferences, health care agent choices, and end-of-life directions in one structured tool.
HIPAA Authorization Tool
Prepare the permissions needed so trusted people can access medical information when it matters.
Planning Worksheets & Organizers
Supporting worksheets help you gather names, assets, roles, instructions, and practical information in one place.
Asset Protection & Ownership Layer
Beyond core estate documents, this membership also includes an expanding asset protection section designed to help members think through ownership structure, liability separation, lending strategy, and insurance coordination. Together, these tools create a more complete planning picture for real estate, business interests, and hard assets.
Irrevocable Trust Section
Includes decision tools and document-building resources to help members evaluate when an irrevocable structure may fit an asset protection plan.
LLC Ownership Section
Covers ownership layering, entity separation, and related decision tools for real estate and operating businesses.
Mortgage / Lending Section
Helps members think through the role of financing, equity exposure, and lending structure inside an overall protection plan.
Insurance Section
Explains the insurance layer as a first line of protection and how it coordinates with ownership and trust planning.
Why this matters:
Most people think of estate planning and asset protection as separate topics. In reality, they often work best together. This section is designed to help members understand that relationship and prepare more intelligently.
Why Preparation Matters
Many families arrive at estate planning meetings unprepared. Preparation can reduce attorney billable hours, minimize revisions, and prevent documentation errors. It can also help you ask better questions, organize assets more effectively, and make more thoughtful decisions about trustees, agents, beneficiaries, and ownership structure.
Fewer
billable hours
Fewer
revisions
Fewer
errors
More
clarity
Important Disclaimer
RetireCoast does not provide individualized legal advice. These tools are educational and preparatory. Final estate planning and asset protection documents should always be reviewed by a qualified attorney in your jurisdiction.
Designed for Serious Estate Planning
Preparation before meeting an attorney can save time, reduce costs, and lead to better decisions across both estate planning and asset protection.
Build Your Complete Planning System
Estate planning is only one part of the picture. Many members combine multiple tools across estate, business, and financial planning to create a more complete strategy.
Estate Planning Membership
Trusts, wills, directives, and asset protection tools.
Business Builder Membership
Business formation, LLC tools, agreements, and planning systems.
Millennial Financial Lab
Budgeting, investing, retirement planning, and financial tools.
BEST VALUE
All-Access Membership
Full access to estate, business, and financial planning tools in one membership.
Many members choose the all-access option to combine estate planning, business tools, and financial strategy in one place.
RetireCoast Estate Planning Academy
Included with Your Estate Planning Membership
Access the complete RetireCoast Estate Planning Academy at no additional cost.

Every Estate Planning Membership includes full access to the RetireCoast Estate Planning Academy—a comprehensive educational program designed to help you understand every major aspect of estate planning before completing your legal documents.

Instead of trying to learn everything at once, the Academy presents estate planning through a structured series of easy-to-follow courses. Each lesson combines practical explanations, downloadable resources, interactive tools, quizzes, and real-world examples that make even complex topics easier to understand.

What You’ll Learn
  • How to organize your complete estate planning portfolio
  • Understanding wills, trusts, probate, powers of attorney, and healthcare directives
  • Strategies for protecting your family and preserving your legacy
  • Digital asset planning and family continuity planning
  • How to use the RetireCoast planning tools included with your membership
  • Knowledge checks, worksheets, and planning guides throughout each lesson
A Growing Educational Library

The Estate Planning Academy continues to grow as new courses are developed and released. Your active membership automatically includes access to every lesson currently available, as well as future lessons added during your membership period.

Become a Member to Begin Learning

When you join the RetireCoast Estate Planning Membership, you’ll gain immediate access to the member dashboard where you can browse the complete Estate Planning Academy curriculum, start with the introductory courses, and return anytime as new lessons are published.

Click the membership enrollment button above to unlock the Academy and all member-exclusive estate planning tools.