Free Resources from the Book
The Legacy Blueprint Reader Resources
The three tools readers ask for most, ready to print and work through. Free, whether you have read the book or not.
- ✓The 27-Point Estate Planning Checklist. Seven steps, twenty-seven decisions, one funded plan.
- ✓The Trust Comparison Chart. The five core trusts side by side: control, protection, tax, cost, duration.
- ✓The Trust Funding Tracker. Asset by asset, because 70% of trusts are never properly funded.
Educational only, not legal advice. Williams Legacy Group is not a law firm. Verify with a licensed attorney in your state.
Get All Three Resources
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What You Get
Three tools. One funded plan.
Each resource is pulled straight from the system in the book and formatted to print and work through at the kitchen table.
The 27-Point Checklist
Inventory, trust type, trustees and agents, funding, beneficiary designations, supporting documents, and the annual review. Twenty-seven boxes. Check each one only when it is truly done.
The Trust Comparison Chart
Revocable living, irrevocable, special needs, charitable remainder, and dynasty trusts compared on control, probate, asset protection, estate and income tax, changeability, cost range, and duration.
The Trust Funding Tracker
Fourteen asset lines with how each one is funded, who to call, and columns for the dates requested and confirmed. Includes the three rules that keep families from expensive mistakes.
The Book
The Legacy Blueprint
The complete guide to living trusts, estate planning, asset protection, and multi-generational wealth transfer. By Rico A. Williams. Paperback, hardcover, and Kindle.
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