The simple estate plan package includes:

✅ Living Revocable Trust

✅ Financial Power of Attorney

✅ Health Power of Attorney & Advanced Directives

✅ Living Will

✅ Asset Inventory

✅ Deed Transfer (Optional)

✅ Attorney Review

✅ Cloud Storage

✅ Funding Guide

This all-in-one educational bundle includes over 15 hours of transformative teachings, 7 empowering and strategic eBooks and guides, plus essential financial tools and a guided journal to support your wealth-building journey.

📚 Financial Courses

Learn proven strategies for building wealth, eliminating debt, and planning your future.

⦁ Financial Accelerator Course- Covers key financial topics such as handling debt, building an emergency fund, estate planning, and more!

⦁ Millennials and Money- Breaks down generational beliefs around wealth and teaches foundational financial skills to empower young adults

⦁ Funds in the Summer- Teaches how to enjoy life without breaking the bank.

📘 eBooks & Strategy Guides

Get expert-written, easy-to-follow playbooks to help you avoid mistakes, take action, and build wealth.

⦁ 5 Smart Ways to Build Passive Income for Early Retirement

⦁ 10 Biggest Mistakes People Make When Building Generational Wealth

⦁ 10 Powerful Strategies to Retire Worry-Free

⦁ The Life Insurance Playbook: 10 Strategies to Build Wealth Using Life Insurance

⦁ 200 Ways to Structure Your Life Insurance Policy (brand new)

📊 Calculators & Money Tools

Stay organized, informed, and in control.

⦁ Debt Buster Calculator

⦁ Money Tracker

⦁ Wealth GPS & Journal

As you already our client, you get a private 24-hour window to access the Birthday Sale before it opens to the public. Your early access begins today, July 28, 9 am Eastern Time and ends at midnight.

This is your chance to lock in exclusive client-only pricing before the general sale begins — and before spots fill up. Only 15 early access spots are available for the Simple Estate Plan during this window, so don’t wait if this has been on your list.

Yes! The estate plan package includes documents tailored to your specific situation, with options like deed transfers and attorney reviews for added customization.

Once your purchase is complete, you’ll receive a direct link to our educational portal, where you can access all of your Wealth Builder resources. That includes the financial courses, eBooks, guides, and tools — all in one easy place.

If you have any questions or need support at any time, feel free to email us at [email protected]. We’re here to help.

Right after your purchase, you’ll receive an email with a link to log in to our secure Estate Planning Portal. Inside, you’ll be able to get started on your documents and next steps.

You’ll also be prompted to schedule your first strategy call with Siedah Garrett, where she’ll walk you through the process, answer your questions, and help tailor the plan to your needs. We’re with you every step of the way.