Your family shouldn’t have to figure this out.
The Estate Planning Essentials Guide walks you through everything — wills, trusts, beneficiaries, and your legacy — in plain English. No attorney required.
Get Instant Access — $17When my father passed away, I flew to Puerto Rico.
I thought I was going there to grieve.
What I didn’t expect was the paperwork.
I’m a CTFA — a Certified Trust and Fiduciary Advisor. I’ve helped families navigate estates for decades. I still wasn’t prepared for how complicated it was when it was my own family. Stacks of documents. Accounts I didn’t know existed. A property with a title no one had touched in years. And my mother, who had just watched me bring an attorney to her kitchen to sign a will — and had a seizure from the stress of it.
During my search through my father’s papers, I found my grandfather’s will. And I learned my mother had a fourth sister. She had dementia by then. I never got to ask.
Corporate America gives you 3–5 days for bereavement. I negotiated a month. I spent it handling the estate, the funeral, and finding 24-hour nurses for my mother — from 1,000 miles away, in 4 weeks.
I’m telling you my story so you understand: knowledge is your power.
— Jacqueline Jimenez, CTFA
Certified Trust and Fiduciary Advisor
62% of Americans have no estate plan
Probate costs average 3–7% of your estate
The average estate attorney charges $250+/hour
What’s inside the guide
Everything you need to start protecting your family — in plain English, at your own pace.
- How to create a will that actually holds up
- Trusts explained in plain English — and when you need one
- Who to name as beneficiary (and the mistakes most people make)
- Powers of attorney and healthcare directives
- A step-by-step legacy planning checklist
- Available in English and Spanish (Planificación Patrimonial para Todos)
About the author
Jacqueline Jimenez, CTFA
Certified Trust and Financial Advisor · Boricua Legacy Publishing Company
Jacqueline spent years watching families struggle with estates left in legal limbo — not because they didn’t care, but because no one gave them a clear starting point. These guides are that starting point.
What readers are saying
Trusted by readers across Florida and beyond
“I kept putting off estate planning for years because it felt overwhelming. This guide broke it down into steps I could actually follow. I finally have a will, a healthcare directive, and a list of all my accounts in one place. Worth every penny.”
“My dad passed without a will and we spent 14 months in probate court. I bought this guide the same week. Clear, practical, and it covers Florida-specific rules I didn’t know about. Sent it to my sister too.”
“The section on healthcare directives alone was worth it. I had no idea my family wouldn’t be able to make medical decisions for me without a healthcare surrogate designation. Easy read, great checklist format.”
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One guide. Plain English. Everything your family needs you to have figured out.
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