Most Americans—and especially business owners—are exposed. Their wealth, businesses, and families are vulnerable to probate, taxes, lawsuits, and chaos. It doesn't have to be this way.
EDUCATE. EQUIP. EMPOWER.
EDUCATE
Self-paced educational course access gives you the knowledge to lead
EQUIP
Complementary document preparation and strategic planning guidance from certified estate experts
EMPOWER
Potential tax deduction on the course investment (consult your advisor)
We don't just give you documents—we give you the knowledge to lead. You're paying for the wisdom—your legal documents come free with it.
Why Most People Don't Plan & Why That's Risky
According to the 2025 Estate Planning Report, most Americans lack proper protection. Nearly 25% of those who have plans haven't updated them in years, making them legally outdated. If your plan is old, it may no longer reflect your life—or your legacy.
Business Owners: Your Exposure Is Costly
Litigation Risk
In 2024, 72.2% of large companies were hit with lawsuits. Litigation is on the rise across all business sectors.
Defense Costs
Class action defense costs exceeded $4.21 billion, creating significant financial burden for unprepared businesses.
Protection Solution
Our Trust Bundles include coordinated Irrevocable Business Trusts that shield assets and ensure smooth transitions.
Family Businesses Without a Plan Are at Risk
Only 35%
Of U.S. companies have a succession plan
No Exit
Half of family-owned businesses have no exit strategy at all
Reduced Value
Lack of preparation often results in liquidation at a reduced value
Protection
Our bundles include Private Charitable Trusts, Multi-generational Living Trusts, and Business Succession Plans
Our Estate Planning Bundles
Essential Estate Bundle — Living Legacy 101 Course
Living Trust, Pour-Over Will, Living Will, Durable Power of Attorney
Advanced Protection - Living Legacy 101 & Family Trust Course
Living Trust, Pour-Over Will, Living Will, Durable Power of Attorney, & Family Trust
Premium Estate Planning Bundle
Living Legacy Course, Irrevocable Trust Courses
Each bundle includes access to your course series and complimentary legal document preparation.
Our Other Legacy Builder Bundles
Multi-trust Coordination
Seamlessly integrate multiple trusts for comprehensive protection
Charitable Trusts
Create lasting impact with Charitable Lead or Remainder Trusts
Private Family Foundation Trust
Establish your family's philanthropic legacy
Special Needs Trust
Provide for loved ones with special needs without jeopardizing benefits
Includes "Living Legacy Strategy Lab" & "The Family Trust Legacy Path". Best for high-net-worth and multi-generational families.
Who We Serve
Young Families
Protecting children and establishing guardianship
Retirees
With real estate or investment portfolios
Business Owners
Facing growth or risk challenges
Legacy-Driven Households
Focused on faith or philanthropy
Protection Seekers
People who know it's time to protect what they've built
FREQUENTLY ASKED QUESTIONS
What makes us different from other estate planning services?
We focuses on education first, providing comprehensive courses that empower you to understand your estate plan. Our documents come complementary with the educational investment, potentially making them tax-deductible.
How soon can I get my estate plan completed?
Most clients complete their course and receive their documents within 1—2 weeks, depending on the complexity of their situation and how quickly they work through the educational materials.
Do I need to update my estate plan if I already have one?
If your plan is more than 3-5 years old or if you've experienced major life changes (marriage, divorce, children, business changes), it's critical to update your plan to ensure it still reflects your wishes.
The RED Difference
Clarity, Not Templates
You're investing in understanding, not just documents
Certified Advisors
Experienced in strategic legacy planning
Tax-Deductible Education
Course-based approach that equips you to lead
Ongoing Support
Our relationship begins with understanding
I never thought I could afford estate planning. With RED, I got the plan, the trust, and the knowledge to protect my family. I only wish I had done it sooner. — Jessica M., Single Mom & Entrepreneur
BONUS: Free Estate Planning Guide
"The Probate-Free Legacy"
"The Probate-Free Legacy: How to Keep Your Family Out of Court and Conflict"
Why Every Adult Needs Key Documents
Discover why every adult needs at least 6 key documents
Avoid Probate
Learn how to structure your estate to keep your family out of court
Begin your educational journey to understand the foundations of legacy planning
Access Your Free Document Bundle
Receive your complementary legal documents tailored to your needs
Book a Strategy Session
Get personalized guidance from our certified estate experts
The best time to plan was yesterday. The next best time? Right now. Your legacy deserves more than a hope. It deserves a plan.
RED Worldwide
Get the Help Your Life Requires
Partnering with a trusted professionals like RED Worldwide, Inc., experienced in trust education and management can provide the expertise and assistance your business needs to navigate the complexities and maximize the benefits of business structures.