Yes, while the Legacy Lock Toolkit provides an essential framework, it does not replace the legal services of an attorney. Instead, it:

✅ Prepares you with the right questions and structure before you meet with an attorney, saving time and money.

✅ Ensures your trust is properly funded so your legal documents are effective.

✅ Helps families communicate their plans clearly to avoid future disputes.

If a trust isn’t properly funded, it doesn’t work. Assets that aren’t transferred into the trust:

⚠️ May go through probate, causing delays and legal costs.

⚠️ Could be distributed incorrectly, against your wishes.

⚠️ Might expose your estate to financial exploitation.

The Legacy Lock Toolkit ensures you take the necessary steps to fund your trust correctly, so your assets are legally protected and smoothly transferred to your beneficiaries.

The Legacy Lock Toolkit is a one-time purchase for $399, providing you with:

✔️ Lifetime access to all worksheets, videos, and resources

✔️ Step-by-step guidance to secure your legacy

✔️ Expert-backed planning materials

For continued support, we also offer the Legacy Lock Service ($99/year), which includes:

🔄 Annual reviews of economic, legal, and family changes

🔄 One free trust update per year

If you:

✅ Want to protect your family’s financial future

✅ Need a simple, structured way to plan your legacy

✅ Are overwhelmed by the trust process and don’t know where to start

✅ Want to avoid costly mistakes and financial exploitation

Then Legacy Lock is designed for you. Whether you're setting up a trust for the first time or ensuring it's properly funded, this toolkit gives you the confidence and guidance you need.