Families, business owners, and anyone with assets — this can save you thousands

Hey, I’m Rich! I’ve spent years helping families and business owners make smarter financial moves—without all the confusing jargon.

If you want to protect your loved ones, avoid probate, and make sure everything you’ve worked for goes exactly where you want it—this free guide is for you.

— Rich Smith

Founder at Teaching Millionaires

What Is a Living Trust?

A living trust lets you control your assets now and ensures they go to the right people quickly and privately—avoiding the delays and costs of probate, the court process for handling wills.

Here’s a quick overview:

✔ Skip Probate: Pass assets directly to your loved ones—no court delays or fees.

✔ Protect Your Family: Ensure immediate access to funds when they need them most.

✔ Stay Private: Keep your financial details out of public records.

Get Your Free Checklist

Living Trust Starter Checklist

Fill in the form below,
and I’ll send you my free guide to help you protect your assets and avoid probate!

*Are You an Ideal Client for a Living Trust?

You might benefit from a living trust if you:

Own a home or other valuable assets
Have children or dependents
Want to avoid probate and legal fees
Care about privacy and controlling your assets
Want to ensure your family is financially secure

"The information provided on this page is for informational purposes only and should not be considered investment, legal, or tax advice. This is not an offer to sell or a solicitation of an offer to buy any securities or financial products. Please consult with a licensed professional to determine how this information applies to your specific financial situation. Past performance is not indicative of future results."