LIVE: WORKSHOP DATE: THURSDAY, OCTOBER 29TH @ 7:00 PM EST 

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LIVE 🔴 The Estate Wealth Workshop Reveals…

The Exact System Hundreds of Smart Families Use to Never Have to Fight, Wait, or Lose a Dollar to Probate Court

If you have a will, a trust, or nothing at all, and you're not 100% certain your family is protected - this free live workshop will show you exactly what a complete, verified estate plan looks like and give you a clear path to get there without paying $5,000+ for an attorney.

LIVE 🔴 The Estate Wealth Workshop Reveals…

The Exact System Hundreds of Smart Families Use to Never Have to Fight, Wait, or Lose a Dollar to Probate Court

If you have a will, a trust, or nothing at all, and you're not 100% certain your family is protected - this free live workshop will show you exactly what a complete, verified estate plan looks like and give you a clear path to get there without paying $5,000+ for an attorney.

In This Free Live Workshop You'll Discover:

  • The hidden reason why your will or trust you already have may not be protecting your family - even if you've paid thousands of dollars for an attorney to create it.
  • The one form that many people miss, which can cost you over $400,000 - You'll know exactly what it is and how to ensure it's right.
  • How to ensure everything you have built goes straight to your kids - without them having to fight for it in court
  • The honest reason so many attorneys still recommend wills over trusts... and why this can backfire and still puts them in court
  • The simple 4-step system for ensuring your assets are protected and handed down to your family - giving you the peace of mind you've always wanted.
  • You'll walk away from this workshop feeling clear, confident, and ready to protect your assets and hand them down to your kids - Without ever going to court or having issues with your family's legacy

In This Free Live Workshop You'll Discvover:

  • The hidden reason why your will or trust you already have may not be protecting your family - even if you've paid thousands of dollars for an attorney to create it.
  • The one form that many people miss, which can cost you over $400,000 - You'll know exactly what it is and how to ensure it's right.
  • How to ensure everything you have built goes straight to your kids - without them having to fight for it in court
  • The honest reason so many attorneys still recommend wills over trusts... and why this can backfire and still puts them in court
  • The simple 4-step system for ensuring your assets are protected and handed down to your family - giving you the peace of mind you've always wanted.
  • You'll walk away from this workshop feeling clear, confident, and ready to protect your assets and hand them down to your kids - Without ever going to court or having issues with your family's legacy

Who This Is For?

This Workshop Is For You If:​

✅ You own a home, have retirement accounts, or have assets you want to protect for your family

✅ You have a will or trust but honestly aren't confident it's set up correctly, or hasn't been looked at in years

✅ You've been quoted $4,000–$8,000 by an attorney and the price made your stomach drop

✅ You want to actually know your family is protected, not hope, not assume - know

✅ You're ready to stop carrying the guilt of knowing this isn't handled

This Workshop Is NOT For You If:

❌ You already have a fully funded, verified estate plan and you're 100% certain everything is correct

❌ You're looking for legal loopholes

❌ You're not willing to follow a step-by-step process to get this done

❌ You want someone to do everything for you without any involvement on your part

❌ You're comfortable leaving your family to figure it out on their own when the time comes

This Workshop Is For You If:​

✅ You own a home, have retirement accounts, or have assets you want to protect for your family

✅ You have a will or trust but honestly aren't confident it's set up correctly, or hasn't been looked at in years

✅ You've been quoted $4,000–$8,000 by an attorney and the price made your stomach drop

✅ You want to actually know your family is protected, not hope, not assume - know

✅ You're ready to stop carrying the guilt of knowing this isn't handled

This Workshop Is NOT For You If:

❌ You already have a fully funded, verified estate plan and you're 100% certain everything is correct

❌ You're looking for legal loopholes

❌ You're not willing to follow a step-by-step process to get this done

❌ You want someone to do everything for you without any involvement on your part

❌ You're comfortable leaving your family to figure it out on their own when the time comes

About Your Qualified Host

Jerry Taylor

35 Years Of Experience. Thousands of Families Helped. Over $1 Billion in Assets Protected. 2M+ Followers Across YouTube, Instagram and Facebook

I became an estate planning attorney because of something personal.

My mother had a will. She was organized, thoughtful, and careful, the kind of woman who did everything she was supposed to do. When she died, her estate still went through probate.

I sat through that entire process as her son, watching what it cost our family in time, money, and emotional exhaustion, and I thought: nobody should have to go through this.

That moment changed why I practice law.

​In the 35 years since, I've helped thousands of families build estate plans that actually work, not just documents that look right, but plans that are properly funded, legally executed, and verified to protect the people they love. I've personally overseen the protection of over a billion dollars in family assets.

I built the Protection System because I kept watching the same gaps destroy the same families, not because they were careless, but because nobody ever gave them a complete path from start to finish.

This workshop is my chance to give that to you.

Jerry Taylor
​
​

About Your Qualified Host

Jerry Taylor

35 Years Of Experience. Thousands of Families Helped. Over $1 Billion in Assets Protected.

I became an estate planning attorney because of something personal.

My mother had a will. She was organized, thoughtful, and careful, the kind of woman who did everything she was supposed to do. When she died, her estate still went through probate.

I sat through that entire process as her son, watching what it cost our family in time, money, and emotional exhaustion, and I thought: nobody should have to go through this.

That moment changed why I practice law.

​In the 35 years since, I've helped thousands of families build estate plans that actually work, not just documents that look right, but plans that are properly funded, legally executed, and verified to protect the people they love. I've personally overseen the protection of over a billion dollars in family assets.

I built the Protection System because I kept watching the same gaps destroy the same families, not because they were careless, but because nobody ever gave them a complete path from start to finish.

This workshop is my chance to give that to you. 

Jerry Taylor
​

Here's What Families Are Saying Now That They Are Protected:

"This has helped me immensely. Like you said, life got in the way. My husband, who us 84, fell and broke his collarbone, bruised his tailbone and ribs. My goal, is to be finished in two or three weeks.
This class has given me some peace of mind."

Joanne 

"Good morning, I recently finished creating a trust and love the class so far!

It's easy to use, and love the step-by-step instructions and information."

Teresa​

"It takes time to get all your assets and paperwork together.

I'm glad I'm doing it so my kids won't have to!"

Carolyn

"It made me realize how much I have! My daughter got married and her name changed so we had to change the beneficiary names for her. But putting everything in writing or the "one binder" has opened my eyes and got me organized.
I'm still in the beginning but it's made me feel better!"

Margaret

"First of all I want to say THANKS for putting on a great class for new people and some that are looking to see if their trust has it all done and right. I happen to fall into that class that got my trust done about 12 years ago and was happy to see a class on what a trust should have."

Robert​

"I am so appreciative of this opportunity you have given us. I got so much out of your video and took notes. The advice you gave concerning insurance beneficiaries was the first time l've ever heard of it.
​Again, I'm so very appreciative of your knowledge and your guidance through this.

Teresa - 2

"Every class has been an eye-opener because I hadn’t thought of the information provided."

Gayla

"It gave me clarity on the steps, the common mistakes, and what can go wrong if details are missed"

Susan

"It’s not as complicated or mysterious as I thought it would be"

Becky

"My biggest aha moment was how important the details are when planning a trust or will."

Susan 2

"Jerry explained everything in plain, simple terms, and I can go back and rewatch it again"

Marisa

"I learned things about trusts that I didn’t know."

Sharon

Here's What Families Are Saying Now That They Are Protected:

"This has helped me immensely. Like you said, life got in the way. My husband, who us 84, fell and broke his collarbone, bruised his tailbone and ribs. My goal, is to be finished in two or three weeks.
This class has given me some peace of mind."

Joanne 

"Good morning, I recently finished creating a trust and love the class so far!

It's easy to use, and love the step-by-step instructions and information."

Teresa​

"It takes time to get all your assets and paperwork together.

I'm glad I'm doing it so my kids won't have to!"

Carolyn

"It made me realize how much I have! My daughter got married and her name changed so we had to change the beneficiary names for her. But putting everything in writing or the "one binder" has opened my eyes and got me organized.
I'm still in the beginning but it's made me feel better!"

Margaret

"First of all I want to say THANKS for putting on a great class for new people and some that are looking to see if their trust has it all done and right. I happen to fall into that class that got my trust done about 12 years ago and was happy to see a class on what a trust should have."

Robert​

"I am so appreciative of this opportunity you have given us. I got so much out of your video and took notes. The advice you gave concerning insurance beneficiaries was the first time l've ever heard of it.
​Again, I'm so very appreciative of your knowledge and your guidance through this.

Teresa - 2

"Every class has been an eye-opener because I hadn’t thought of the information provided."

Gayla

"It gave me clarity on the steps, the common mistakes, and what can go wrong if details are missed"

Susan

"It’s not as complicated or mysterious as I thought it would be"

Becky

"My biggest aha moment was how important the details are when planning a trust or will."

Susan 2

"Jerry explained everything in plain, simple terms, and I can go back and rewatch it again"

Marisa

"I learned things about trusts that I didn’t know."

Sharon

Don't Make Your Kids Fight in Court For What You've Already Built.

Finally! Make Your Assets Safe, Secure and Protected - For Your Family.

If you've been carrying the weight of knowing your estate planning isn't properly handled, this workshop is your next step.

In 90 minutes, you will understand exactly what your family faces if nothing changes. You will know what a real plan actually looks like. You will have a clear path forward.

And the question you've been carrying for years: "Did I do this right? Is my family going to be okay?", will finally have a real answer.

This workshop is free. Spots are limited to ensure quality.

When this cohort fills, registration closes.
​

⚠️ If you're seeing this page, spots are still available, but I can't guarantee for how long.

© 2026 WiseEstate LLC · All Rights Reserved

This free workshop is presented by WiseEstate LLC for educational purposes only and does not constitute legal advice. No attorney-client relationship is created by attending this workshop or by purchasing any Wise Estate LLC program. Jerry Taylor is a licensed attorney in Alabama, Florida, and Mississippi; nothing presented here constitutes the practice of law in any other jurisdiction. The information shared is general in nature — laws vary by state, and your results will depend on your specific circumstances, the accuracy of information you provide, and your completion of all recommended steps, including professional review where appropriate. Savings estimates referenced in this workshop are based on typical attorney fees for comparable estate planning services and are not guaranteed. Actual costs vary by state, complexity, and individual circumstances. For advice specific to your situation, consult a licensed estate planning attorney in your state.