The Done-For-You
Legacy Lock Trust
For people who do not want the long way around.
Review Joe’s trust framework, work directly with Joe to think through the decisions that matter, and have your Legacy Lock Trust drafted by our attorney.
$3,999 | Includes Joe session, trust framework, guided prep, and attorney drafting
If you already know you want this
done right, this is your page.
Some people want to start in the community. Some want to work through the toolkit. Some want to learn their way into the answer. And some do not.
Some people hear Joe on a stage, on a podcast, or through someone they trust and immediately know:
- I do not want the generic version.
- I do not want the cheapest version.
- I do not want to figure this out through trial and error.
I want this handled properly.
That is who the Legacy Lock Trust is for.
What the Legacy
Lock Trust Is
The Legacy Lock Trust is the done-for-you trust path for people who want Joe’s thinking, a real legacy-planning conversation, and a trust that reflects more than a basic legal template.
You begin with the trust framework Joe built for himself after spending tens of thousands of dollars developing it.
Then you work directly with Joe through the same core planning issues most families never think through deeply enough:
- Who should serve as trustee
- How beneficiaries should be protected
- How assets should align
- How distributions should work
- What your family needs to understand
- What you want the trust to actually do in real life
Then Joe interviews you to make sure the trust reflects what you actually want.
That interview is turned over to our attorney to draft your Legacy Lock Trust.
This is legacy planning first, legal drafting second.
What’s Included
- A focused working session with Joe
- An example of Joe’s Legacy Lock Trust framework
- Guided preparation through the key legacy-planning decisions
- The Toolkit with videos, guides, and tools to cover the parts most people miss
- Drafting by attorney
- A faster, clearer path to a trust that reflects your intentions
- Joe’s trust interview and planning handoff
- Review of the same core issues covered in the toolkit process
This is not just a document.
It is a structured process to get the document right.
How It Works
You start with Joe’s framework
You prepare for the real conversation
You meet with Joe
The attorney drafts the trust
You move forward with clarity
Who This Is For
This is for you if:
- You already know you want professional help
- You want Joe involved in the process
- You do not want a generic low-cost trust
- You want the trust to reflect real-life legacy issues, not just death and taxes
- You prefer a direct path over a long educational ladder
- You want the thinking done well before the drafting begins
This is not for you if:
- You are looking for the cheapest trust you can find
- You want a pure DIY option
- You are still deciding whether this problem matters
- You want a quick form filled out without deeper thinking
Why This Offer Exists
Most estate plans answer legal questions. Very few answer the deeper legacy questions first. That is the gap Joe has been solving.
The Legacy Lock Trust exists for the person who already understands that the problem is real, does not want to spend months circling it, and wants a stronger trust process now.
It is the fast path for the person who wants it done right.
What You Are Really Paying For
You are not paying $3,999 for a pile of paperwork.
You are paying for:
- Joe’s trust framework
- Joe’s judgment
- Joe’s interview process
- Deeper planning before drafting
- A cleaner handoff to the attorney
- A trust built from thought-through answers, not rushed assumptions
For the right person, this is the efficient path.
A $3,999 decision now is far less expensive than a weak trust, a shallow process, or preventable confusion later.
What This Is Not
from Joe
trust template
boxed toolkit
community
who wants to stay in research mode
It is the done-for-you trust path.
Plain and simple.
Why Joe
Jeff and Lois Miller
Gary and Beth Erskine
Steve Thomson
The Legacy Lock Trust is
$25,000 $3,999
For the right buyer, this is the direct path into a trust process that would otherwise feel like a $20,000 to $25,000 custom engagement.
If you already know you want this done well, there is no reason to take the long way around.
Frequently
Asked Questions
No. This is the direct, done-for-you path for people who do not want to start with the toolkit or community. But, we will mail you a toolkit too, so that you have access to the other information and tools to ensure your family also receives what they need.
No. Joe leads the planning conversation, framework, and interview. Legal drafting is completed by our attorney.
Yes. You begin with the architecture and example so you can understand the thinking behind the process.
That may be exactly why this matters. Many people have documents, but not the right structure, clarity, or legacy planning behind them.
No. That is the point. This process is meant to go deeper before drafting begins.
Start with the community or the toolkit. This page is for people who already know they want the direct path.