Estate Planning Made Simple
Clear, state-specific education to help families understand wills, trusts, and planning decisions—without sales pressure.
New here? Start with a quick overview below.
Already planning? Go straight to your state’s resources.
Why I Created the American Estate Planning Series (And Who It’s For)
A simple explanation of how the American Estate Planning Series works and how to use it.
How AEPS Works
1️⃣ Learn the Basics
Short national videos explaining wills, trusts, probate, and key planning decisions.
2️⃣ Choose Your State
Understand how estate planning works where you live.
3️⃣ Take the Next Step
Explore trusted, state-specific resources and local guidance when you’re ready.
Who We Help
The American Estate Planning Series™ is designed to help families 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.
✔ Estate Planning Attorneys
Tools, education, and communication strategies to help you better serve clients and grow a thriving, trusted estate planning practice.
Why State-Specific Estate Planning Matters
Estate planning is governed primarily by state law, not federal rules. While the basic concepts—wills, trusts, probate, and powers of attorney—are similar nationwide, the details that matter most often change from state to state. Generic information can be helpful for understanding the big picture, but it can break down quickly when applied to real people, real property, and real families.
The American Estate Planning Series exists to bridge that gap: combining clear, national-level education with accurate, state-specific guidance—so families can learn with confidence and know when local expertise truly matters.
Not sure where to start? We’ll guide you.
Start with the basics, or go directly to your state’s estate planning resources.
No sales pressure. Clear education. State-specific when it matters.
For Estate Planning Attorneys
The American Estate Planning Series is expanding state by state.
We work with a limited number of experienced estate planning attorneys who participate as Contributing Authors or Featured Metro Attorneys within the platform.
If you focus on estate planning and are interested in participating in a nationwide educational project, you can learn more about the opportunity below.