Before the Trust

Before the Trust is a soulful, values-first workbook created for thoughtful people who want more than legal documents - they want a legacy with depth, heart, and purpose.

Inside, you’ll find seven reflective prompts that help you:

-Reconnect with why this work matters to you in the first place

-Clarify what you truly want to pass down—beyond the valuables

-Name your fears, your hopes, your unfinished conversations

-Identify who you’re protecting, and what’s at stake

-Begin building a vision for your legacy that is personal, powerful, and possible

This guide is for you if:

-You’ve felt overwhelmed by estate planning content on social media

-You know you need a plan, but don’t know where to start

-You care about the intangibles—your family history, your values, your voice

-You’ve been putting this off because it all feels too technical or too late

It’s free. No pressure. No legal jargon. No strings.
Just a guide to help you begin this work the right way—with you at the center.