Estate Planning made Simple

We Make Estate Planning Simple and Affordable for Everyone. With our Training Videos, We Guide You Through the Process to Make Informed Decisions About How To Set Up and Manage Your Estate.

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GUARANTEED SUCCESS

Automating Estate Planning for a Simpler, Smarter Future

At Vault Estate Planning, we are revolutionizing the estate planning process by making it accessible, educational, and straightforward for everyone. Our innovative Learning Management System (LMS) empowers you with the knowledge and tools needed to make informed decisions about your estate plan and manage it effectively.

Learn 

Learn how to set up and manage your estate plan

Custom

Custom Estate Plans specific for your family and goals

Simple

We make estate planning simple and affordable

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Browse Some Of Our Online Courses

How to Set Up an Estate Plan 1080 x 608

Set Up An Estate Plan

Peter Jay
Number of Lessons: 5

 

Manage Your Estate Plan

Manage Your Estate Plan

Peter Jay
Number of Lessons: 5

 

Manage Deceased Trust

Nelson Miller
Number of Lessons: 5

 

POPULAR TOPICS

Browse Our Courses By Category

Power of Attorney

Revocable Living Tust

Advance Directive

Transfer Documents

HIPAA Waivers

Probate Court

TESTIMONIALS

See What People Are Saying

Peter Jay with Vault Estate Planning helped us gain peace of mind that came from knowing that our children will be cared for by individuals we have chosen and designated. He was flexible with our busy schedules and made time to explain and educate us so that we could make the best decision for our personal situation. Peter also followed up with us to make sure all our needs were taken care of.

Cassidy B

Vault Estate Planning and Peter Jay help simplify a rather complex process of creating a trust for our family. Knowing my children will be well looked after if anything happens to me or my wife brings me great peace of mind. He took time out of his nights and weekend to ensure nothing was overlooked while helping to set up the plans. He even went out of his way to refile forms with the county court. We greatly appreciate all the time, effort and caring Peter put forth. I would highly recommend Vault Estate Planning to help anyone with their estate planning needs.

Ted B

Fidelity

Vault Estate Planning videos made it simple to understand estate planning and set up an estate plan. I was able to make knowledgeable decisions about how to set up a revocable living trust, appoint trustees, select beneficiaries, create plan for distributing funds to my children, in case something happens to me.

Jane D

BENEFITS

What Makes Us Different

Simplified Process

Our videos make the process simple and easy for you to understand and make your own decisions.

Affordable

With our system you won’t be paying expensive attorneys to make your estate plan, but will get a better plan that is affordable.

Educational and Empowering

You will understand and be in control of your planning and legacy

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TAKE THE INITIATIVE

Enroll In A Course Today

At Vault Estate Planning, we are dedicated to making estate planning accessible, straightforward, and empowering. Whether you are just starting or need to update your existing plan, our comprehensive services and educational resources will guide you every step of the way.

Ensure your legacy is protected and your loved ones are provided for with Vault Estate Planning. Let’s make your estate planning simple, secure, and tailored to your needs.

Cost to Prepare Your Estate Plan

Estate Planning Cost

Attorneys charge anywhere from $1,500 to $8,000 to prepare a typical estate plan, which is too expensive for most people. A lot of that cost comes from the amount of time the attorneys spend meeting with clients to teach them about estate planning, so the clients can make informed decisions about how to set up their custom plan. We lower the costs dramatically by creating a series of videos you can watch to teach you about how to set up the plan, and what decisions you can make, and then prepare your documents for much less.

With a trust estate plan, you can avoid probate court. Probate court will cost dramatically more than it will to set up your trust plan with Vaul Estate Planning.

Benefits of Creating Your Estate Plan with Vault Estate Planning

  • Appoint the right guardians for your children. (Priceless)
  • Ease the transfer of your business interests. (Priceless)
  • Ensure your kids are taken care of. (Priceless)
  • Put your financial house in order. (Priceless)
  • Minimize estate taxes for your beneficiaries. (Priceless)
  • Keep your family out of court and conflict. (Priceless)
  • Protect your children’s inheritance. (Priceless)

Here is what is included in your Estate Plan

  • Living Trust Agreement
  • Trust Certification
  • Pour Over Will
  • Power of Attorney
  • Health Care Directive
  • Final Disposition
  • Access to Estate Plan Training Videos
  • Customized Legal Documents

TAKE THE INITIATIVE

Get Started Now!

At Vault Estate Planning, we are dedicated to making estate planning accessible, straightforward, and empowering. Whether you are just starting or need to update your existing plan, our comprehensive services and educational resources will guide you every step of the way.