Estate Planning Made Simple
Estate planning, financial planning, and business planning can feel overwhelming — especially when you’re balancing a demanding career, caring for family, or running a practice or business. Too often, families and business owners avoid critical conversations about money, protection, death, and legacy until it’s too late. The result is confusion, conflict, and lost wealth that could have been safeguarded. We exist to change that.
Secure Your Estate Planning Documents
Keep your important documents safe with a fireproof and waterproof folder. Crafted for ultimate durability, it offers reliable protection against fire, water, and wear. Perfect for storing legal documents, passports, and precious items, this folder ensures peace of mind with its sturdy design and protective features.
Estate Planning Resource Center
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.
Easy, Affordable Estate Planning with Lifetime Access
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.
After a Loved One’s Passing
Notifying Family & Organizations
Scripts, timelines, and checklists for notifying loved ones, employers, agencies, and institutions.
Closing Online & Financial Accounts
How to close or memorialize social media, bank accounts, subscriptions, and digital platforms.
Logistics After a Loved One’s Death
A practical roadmap covering everything from funeral arrangements to insurance claims to asset distribution.
Free E-Book Estate Planning Checklist & Essentials
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.
We’ve seen the difference that planning makes.
With a plan
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.
Without A Plan
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.
Trust-Based Estate Plans from $1400
Create a Joint or Individual Revocable Living Trust tailored to your state's requirements and legal language in just 20 minutes.
Will-Based Estate Plans from $600
A quick and simple option to create a new Last Will & Testament and get covered in under 20 minutes.
Power of Attorney, included
Create a new Power of Attorney tailored to your state's requirements and legal language in under 10 minutes.
Health Care Directive, included
Create a new Health Care Directive, which includes a Medical Power of Attorney and a Living Will (or Advance Directive).
Share your plans
Leave a legacy, not a mess, by easily sharing your estate plans with family, friends, and advisors.
Careers at OAK GenWealth
Visiting Lecturer
OAK GenWealth School of Financial Literacy and Entrepreneurship
Teaching both teens and adults enrolled in:
- NextGen Teen Summer Bootcamp™
- Vested™ (Adult Classes & Seminars)
Overview
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:
- NextGen Teen CEO Bootcamp (Summer Cohort) – Empowering teens to create, build, and lead
- The Vested™ Series (Fall & Winter Cohorts) – Guiding adults in wealth-building, leadership, and legacy planning
Program Structure
- Courses range from 1 to 6 weeks
- Sessions held 1–2 times per week
- Delivered virtually or in-person
Role Overview
Visiting Lecturers will collaborate directly with the Founder to deliver impactful, real-world education aligned with the OAK GenWealth mission.
Responsibilities may include:
- Co-developing or refining course topics
- Delivering lectures or interactive sessions
- Presenting branded materials and/or lesson plans
- Sharing professional insights, case studies, and lived experiences
- Participating as a subject-matter expert in discussions or panels
Who We’re Looking For
Professionals with experience in:
- Business ownership & entrepreneurship
- Financial literacy, investing, and wealth-building
- Leadership, career development, and personal growth
- Trades, emerging industries, and alternative income strategies
Educators, industry professionals, and thought leaders are encouraged to apply.
Qualifications
- Demonstrated expertise in your field
- Strong communication and presentation skills
- Ability to engage diverse audiences (teens and/or adults)
- Passion for education, mentorship, and community impact
Application Requirements
Submit one of the following:
- Resume or Curriculum Vitae (CV)
- Speaker sheet
- Professional one-pager
Additional Details
- Contract (1099) position
- Compensation provided per engagement
- Opportunities for recurring collaborations and expanded speaking roles
Join Us
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.