Take Action. Protect the Property. Preserve the Legacy.
 
This powerful digital toolkit is the perfect hands-on companion for families who want to do more than just talk about passing down property; it’s for those ready to take action.
 
Designed to help you avoid probate, minimize taxes, and set expectations between heirs, this fillable toolkit gives you the practical tools needed to secure your family’s real estate and legacy.
 
✅ What’s Inside:
📝 Family Legacy Planning Worksheet – Clarify your vision and values for the property.
📋 Property Protection Checklist – Identify planning gaps and next steps.
📄 Heir Responsibility Letter Template – Communicate roles and avoid conflict.
📅 3-Year Property Strategy Roadmap – Build a plan to secure and sustain your property.
📑 Property Operating Agreement Template – Prevent confusion when multiple heirs are involved.
🗺️ TOD Deed State-by-State Guide – Understand how to avoid probate where you live.
💡 Bonus: Protect property from becoming a marital asset in the event of divorce.
 
Whether you’re passing down a home, land, or rental property, this toolkit helps your family build a plan rooted in clarity, unity, and generational foresight.
 
💡 Need the full picture?
Pair this toolkit with the Keep It In The Family™ book for the education + action combo.
Or grab the Bundle to get the printed book + this digital toolkit for the complete legacy-planning experience.