You only need 3 documents (not 30)

And here they are... (open this email)

Hey, Jerry Taylor here.

I see families with entire filing cabinets full of estate planning documents.

Thick binders stuffed with papers.

Multiple wills from different attorneys over the years.

Powers of attorney they haven't looked at since 2015.

Insurance policies buried somewhere in the stack.

Trusts they're not sure were ever completed.

They feel protected because they have a lot of paperwork.

But when I audit these document collections, here's what I usually find: most of it is worthless.

After 35+ years helping families, I can tell you that only 3 documents actually matter for protecting your family.

Everything else is just expensive paperwork.

Let me explain what I mean.

Most people think estate planning is about collecting as many documents as possible. The more papers you have, the better protected you are, right?

Wrong.

I've seen families with 20 different documents whose estates still went through probate court for 18 months.

I've seen simple three-document plans that transferred millions of dollars in three days with zero court involvement.

The difference isn't the quantity of documents.

It's having the RIGHT documents that actually work.

Here are the only 3 documents that actually protect families:

First, a properly funded revocable living trust.

This holds all your assets and avoids probate completely.

This is the only document that actually keeps your family out of court when you die.

Second, a pour-over will.

This catches any assets that weren't put in the trust.

It's backup protection for anything you missed during the funding process.

Third, a current financial power of attorney.

This lets someone handle your finances if you become incapacitated.

The trust protects your family after you die, but this protects you while you're alive.

That's it. Three documents.

Not the 15-page will that contradicts your trust.

Not the power of attorney from 2018 that banks won't accept anymore.

Not the life insurance policies with beneficiaries that don't match your estate plan.

Just three properly executed documents that work together.

The families with the simplest plans have the best outcomes.

While other families are drowning in paperwork and legal confusion, these families handle everything quietly and efficiently.

Complex doesn't mean better.

In estate planning, complex usually means more expensive and more likely to fail.

I learned this the hard way when my mother died.

She had a filing cabinet full of estate planning documents collected over 20 years. Different attorneys, different strategies, different approaches.

When she passed away, none of it worked together.

We still went through two years of probate court because the one document that mattered - a properly funded trust - didn't exist.

All those papers, all that planning, all that money spent over the years, and our family still faced the nightmare we thought we were protected from.

That's when I realised most estate planning is just document collection, not family protection.

Don't make the same mistake. Focus on what actually works.

If you want more clarity on this topic, and if you're from Alabama, Mississippi, or Florida, make sure to check out the free video I've put together explaining everything.

[WATCH FREE VIDEO - PROTECT YOUR FAMILY→]

Jerry Taylor

P.S. I can currently help only those 3 states, so if you're not from there, please do not watch the video or apply for help because I can't help you.

But I'm planning to come up with a plan to help the entire US, so stay tuned.