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Estate planning can feel overwhelming, emotional, and complex — but it doesn’t have to be.
Our mission is to make this process easier through clear guidance, practical education, and step-by-step tools that empower families and business owners.
Below is your complete library of estate planning topics, guides, and checklists.
Our platform is designed to be simple, intuitive, and easy to use, even if you’ve never completed an estate plan before. With clear steps and guided support, you don’t need to understand legal jargon to create your will or trust with confidence. Unlike many estate planning tools that charge annual memberships or renewal fees, we don’t. You pay once and receive lifetime access to your documents—no subscriptions, no hidden costs. Once your will or trust is created, you and your loved ones can access it anytime and make updates whenever life changes.
Scripts, timelines, and checklists for notifying loved ones, employers, agencies, and institutions.
How to close or memorialize social media, bank accounts, subscriptions, and digital platforms.
A practical roadmap covering everything from funeral arrangements to insurance claims to asset distribution.
Download Our Free E-Book
Your legacy deserves more than good intentions — it deserves a plan.
Download your FREE Estate Planning Checklist & Essentials and get the clarity you need to protect your family, your assets, and your future.
No overwhelm. No confusion. Just step-by-step guidance that makes estate planning simple and doable.
A family can move through even the most difficult moments with clarity, confidence, and peace when the right plan is in place. Medical wishes are known, financial assets are organized, and estate documents are ready when they’re needed most. Loved ones have direction instead of guesswork, allowing them to focus on care and compassion rather than uncertainty. Because at its core, this isn’t about paperwork — it’s about protection, dignity, and love.
When a family is faced with a medical emergency or unexpected loss, they’re often left scrambling. There are no clear instructions, no understanding of their loved one’s wishes, and no roadmap for accounts, passwords, assets, or responsibilities. What should be a time for care and grieving becomes grief layered with confusion and chaos.
Create a Joint or Individual Revocable Living Trust tailored to your state's requirements and legal language in just 20 minutes.
A quick and simple option to create a new Last Will & Testament and get covered in under 20 minutes.
Create a new Power of Attorney tailored to your state's requirements and legal language in under 10 minutes.
Create a new Health Care Directive, which includes a Medical Power of Attorney and a Living Will (or Advance Directive).
Leave a legacy, not a mess, by easily sharing your estate plans with family, friends, and advisors.
OAK GenWealth School of Financial Literacy and Entrepreneurship
Teaching both teens and adults enrolled in:
OAK GenWealth is seeking dynamic, knowledgeable, and engaging Visiting Lecturers to contribute to our educational programs for emerging teen entrepreneurs and growth-focused adults.
This opportunity includes participation in two signature programs:
Visiting Lecturers will collaborate directly with the Founder to deliver impactful, real-world education aligned with the OAK GenWealth mission.
Responsibilities may include:
Professionals with experience in:
Educators, industry professionals, and thought leaders are encouraged to apply.
Submit one of the following:
At OAK GenWealth, we are building more than programs—we are cultivating leaders, creators, and legacy builders. If you’re ready to pour into the next generation and elevate communities through knowledge, we’d love to collaborate with you.