Secure Your Legacy and Protect Your Loved Ones (maybe)
When You Pass…Will Your Assets Go to Your Heirs or
To Your Unnamed Heirs?
Your estate will follow one of three paths when you’re gone:
- No Plan
No Valid Will = Intestate Succession
In this case, the state decides who gets what — not you. This often leads to delays, confusion, legal costs, and sometimes family conflict.
- A Last Will and Testament
Better than nothing… but still requires probate.
A will outlines your wishes, but your estate still goes through court. That means time, expense, and a public record of your assets.
- Trust-Based Planning
The gold standard of estate planning.
With a revocable living trust, you control how and when your assets are distributed — privately, efficiently, and often without court involvement. It also offers the most protection for your heirs.
Why Estate Planning Matters
In his seminal work, The Living Trust Book: The Fail-Proof Way to Pass Along Your Estate to Your Heirs Without Lawyers, Courts, or the Probate System, the late Henry Abts III warned that without proper estate planning, your “Unnamed Heirs” — attorneys, accountants, and other court-appointed individuals — could be first in line to claim your estate assets.
Procrastination: The Conversation We Keep Delaying
As of 2025, approximately 76% of Americans lack a valid will or estate plan, with 43% attributing this to procrastination. Caring.com. This suggests that around 33% of the U.S. population has no estate plan due to procrastination. Given the U.S. population of about 335 million in 2025, this equates to roughly 110 million individuals without an estate plan because they’ve “just haven’t gotten around to it”.
With or Without a Will
If your estate plan includes a Will — or worse, no Will at all — then your heirs are holding a one-way ticket to Probate… and there’s no return trip. As Kiplinger Magazine bluntly put it in their March 3rd, 2025, article, “PROBATE: The Terrible, The Horrible, No Good, Very Bad Side of Estate Planning,” it’s the part of estate planning no one talks about — until it’s too late.
And here’s the kicker: Probate isn’t just slow and stressful — it’s expensive. Court fees, attorney bills, and mandatory waiting periods can drain your estate and tie your family’s hands for months or even years. That’s not just inefficient — it’s avoidable.
The Solution
The solution? A properly designed and funded Revocable Living Trust, because it bypasses the court system entirely, protects your privacy, and ensures that your assets go directly to the people you love — not the probate machine.
Recognizing the widespread need for effective estate planning solutions, Henry Abts III didn’t stop at authoring The Living Trust. In 1982, he founded The Estate Plan, now known as The Estate Planning Source, a document preparation company dedicated to delivering comprehensive and accessible living trust documents to individuals and professionals alike. This initiative was driven by an outcry from the public for reliable tools to protect their estates and bypass the probate process.
Over the years, The Estate Planning Source has matured through collaboration with network attorneys and advisors, culminating in the preparation of more than 70,000 trusts. Their documents are meticulously crafted to ensure compliance with all state and federal laws, reflecting decades of hands-on improvement and legal expertise. The trust that has been used for more than 33 years by more than 2,000 attorneys and planners nationwide.
Why Choose Wealth Guard Management LLC for Estate Planning?
By choosing to work with Wealth Guard Management LLC, and affiliated Estate Planning Source attorneys, you’re not only securing top-tier estate planning documents but also aligning with a company built on a foundation of integrity, education, and a commitment to honoring your legacy.
Ready to Leave a Legacy, Not a Legal Mess?
At Wealth Guard Management LLC, we’ve partnered with the industry’s most trusted estate planning source to help families like yours create ironclad, court-proof Revocable Living Trusts — without the overwhelm, confusion, or sky-high attorney fees.
We’ll walk you through the entire process, step by step, and help you secure the most comprehensive, state-specific living trust documents available — all while ensuring your wishes are clearly honored and your loved ones are fully protected.
Your legacy deserves more than a one-size-fits-all plan.
Let’s get it right — together.