An Estate Planning Guide & Real Estate Owner’s Checklist
Wealth isn’t fragile, but unplanned wealth is.
 
The Legacy Protector Portfolio is a comprehensive estate planning binder designed specifically for real estate owners who want their properties protected, their wishes honored, and their legacy carried forward with clarity.
 
This is not a legal document replacement.
This is the system that makes sure nothing gets lost, overlooked, or left to chance.
 
Inside, you’ll find clear guidelines, step-by-step checklists, and structured sections to organize everything your heirs, advisors, and executors will need before they ever need it.
 
Paired with scannable QR codes that connect you to trusted professional walkthroughs, this portfolio turns estate planning from an overwhelming task into a manageable, ongoing practice.