American Estate Planning Series
Estate Planning Made Simple
Free guidance and resources to help you protect your family, avoid costly mistakes, and make smart estate planning decisions — wherever you live.
Trusted by families, attorneys, and advisors nationwide
Welcome to the American Estate Planning Series
Who We Help
The American Estate Planning Series™ is designed to help families, financial advisors, and estate planning attorneys better understand and communicate estate planning — in plain English.
✔ Families & Retirees
Learn how wills, trusts, and estate planning really work — so you can protect your family, avoid costly mistakes, and make informed decisions with confidence.
✔ Financial Advisors
Access clear, client-friendly education you can share — helping your clients understand their estate planning options without legal jargon.
✔ Estate Planning Attorneys
Tools, education, and communication strategies to help you better serve clients and grow a thriving, trusted estate planning practice.
Estate Planning Doesn’t Have to Be Complicated
Estate planning is one of the most important — and most misunderstood — areas of personal finance. Our goal is to make it simple, clear, and approachable so you can make confident decisions without feeling overwhelmed.
With the American Estate Planning Series™, you’ll learn:
What wills and trusts really do (and how they’re different)
How probate works — and how to avoid common mistakes
How to protect your family, children, and beneficiaries
What documents most families should have in place
How to choose the right decision-makers
Why every state has different rules — and why that matters
All explained in plain English, without legal jargon or pressure.
Get the Free Estate Planning Starter Kit
If you’re just getting started — or you want to be sure your current plan is still on track — this free resource will help you understand the essentials and get organized.
The Starter Kit Includes:
A plain-English Estate Planning Guide
A Family Information & Document Organizer
An Assets & Beneficiaries Checklist
A fillable digital workbook
Helpful next-step guidance
This guide is completely free — it’s simply our way of helping families make smarter decisions.
Instant access. No legal jargon. No pressure.
State-Specific Estate Planning Guides
Every state has unique estate planning laws. That’s why the American Estate Planning Series™ is developing state-specific guides written in plain English — so you can understand how the rules apply where you live.
Book 1 — Estate Planning in Texas
A clear, easy-to-read guide to wills, trusts, probate, powers of attorney, beneficiary designations, and protecting your family under Texas law — with downloadable Texas-specific forms included.
Book 2 — Estate Planning in Louisiana (Coming Soon)
We’re currently developing the Louisiana edition of the American Estate Planning Series™. This resource will explain successions, forced heirship, usufruct, community property, and Louisiana-specific planning rules — in plain English.
If you’re a Louisiana resident and would like to stay informed when the book becomes available, you’re always welcome to reach out to us directly.
Why I Created the American Estate Planning Series™
Estate planning affects every family — yet most people feel confused, intimidated, or unsure where to start. After years of helping families through the estate planning process, I saw how much stress and uncertainty could be avoided simply through clear education.
So I created the American Estate Planning Series™ to provide plain-English guidance that families, financial advisors, and attorneys can trust — without hype, fear-based messaging, or legal jargon.
My goal is simple:
To help you protect the people you love — and make informed decisions with confidence.
Paul Rabalais, Attorney at Law
Trusted Education — Not Sales Pressure
Our resources are used by families, financial advisors, and estate planning attorneys who want clear, trustworthy education that puts people first.
“Practical, easy to follow, and written in plain English — without legal jargon.”
— Financial Advisor in Dallas
“Paul explains complex estate planning in simple, easy-to-understand language.”
— Reader & YouTube Subscriber
“Bought the Texas book — very helpful. I printed the documents I needed.”
— Reader of Estate Planning in Texas
Common Questions
Q1 — Is this legal advice?
A: No. The American Estate Planning Series™ is educational. Every state has different laws, so when you’re ready to create or update your plan, you should work with an attorney licensed in your state.
Q2 — Do I still need an attorney?
A: In most cases, yes. This Series helps you understand the issues, terminology, and decisions — so your conversations with an attorney are clearer, easier, and more productive.
Q3 — What if I already have a will or trust?
A: Great — this resource can help you confirm whether your plan still reflects your wishes and whether there may be gaps you want to address.
Q4 — Do you sell legal forms or services?
A: Our mission is education first. In some states, we also provide resources — including books and state-specific forms — to help you take the next step confidently.
Ready to Take the Next Step?
Whether you’re creating your first estate plan or reviewing an existing one, we’re here to help you feel informed, confident, and prepared.
A little clarity now can make a big difference later.