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Estate Planning, Simplified

$197 one-time

Built for retirees, by specialists

Dying without a plan lets the state decide who gets what. Renee Parris teaches wills, trusts, and beneficiary designations built around your actual marital situation.

  • Understand the real cost of dying without a plan — and how intestate succession decides for you

  • Learn how estate planning needs shift by marital status: single, married, divorced, or widowed

  • Get a step-by-step framework for building wills, trusts, and beneficiary designations that actually hold up

  • Instructor-led lessons from Renee Parris, covering the situations generic templates miss

👥 Join other retirees already building their plan with TRI

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Estate Planning Simplified

$197.00 (one-time)

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$197.00

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If you aren't happy with your purchase, email [email protected] within 30 days of your purchase date and we'll issue a full refund.

CUSTOMER RATING AND REVIEWS

Truly inspiring... this book will prepare any woman to believe that a great retirement is within her grasp.

Sarah Jenkins, Retired Teacher

This course is anything but conventional, and I couldn't put it down. These personal stories shed light.

Ann Anderson, Retired

Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.