GUARANTEED SUCCESS
Welcome to Vault Estate Planning
At Vault Estate Planning, we make protecting your family’s future simple, educational, and affordable. Whether you’re new to estate planning or ready to create your customized plan, we guide you every step of the way — because securing your legacy shouldn’t be confusing or overwhelming.
Learn About Estate Planning
Empower Yourself with Knowledge
Start your journey with our Learning Management System (LMS) — an easy-to-use platform filled with educational videos and resources that explain the essential elements of estate planning.
✅ Understand the different types of trusts and wills
✅ Learn how to protect your children, assets, and legacy
✅ Make confident, informed decisions about your family’s future
🎓 Register today to access our free educational courses and take the first step toward peace of mind.
Set Up An Estate Plan
Peter Jay
Number of Lessons: 5
Learn
Learn how to set up and manage your estate plan
Create
Custom Estate Plans specific for your family and goals
Protect
We make estate planning simple and affordable
Create Your Customized Estate Plan
Simple. Fast. Tailored to Your Family.
Once you’ve learned about the basics, it’s time to build your estate plan. Our streamlined system makes it easy:
📝 Fill Out Our Intake Forms
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Answer a few simple questions about your family, assets, and wishes.
👨⚖️ Work with Our Estate Planning Attorneys
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We create customized estate planning documents tailored to your needs — no confusing legal jargon or cookie-cutter templates.
📜 Protect What Matters Most
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Receive a professionally prepared estate plan designed specifically for you and your loved ones.
👉 [Start Creating Your Plan]
POPULAR
Browse Some Of Our Online Courses
Set Up An Estate Plan
Peter Jay
Number of Lessons: 5
Manage Your Estate Plan
Peter Jay
Number of Lessons: 5
Manage Deceased Trust
Nelson Miller
Number of Lessons: 5
EXPLORE TOPICS
What’s Included In Your Estate Plan?
Your personalized estate plan may include:
Everything You Need. Nothing You Don’t.
The Benefits of Having an Estate Plan
✅ Avoid Probate
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Save your family time, money, and stress by keeping your estate out of court.
✅ Protect Your Children
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Name legal guardians and provide financial security for your children.
✅ Preserve Family Harmony
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Avoid disputes by making your wishes clear and legally binding.
✅ Minimize Estate Taxes
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Use proven strategies to maximize what your loved ones inherit.
✅ Plan for Incapacity
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Appoint trusted individuals to make medical and financial decisions if you’re unable to do so yourself.
✅ Leave a Lasting Legacy
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Pass on your values, your assets, and your vision for the future.
What Our Clients are Saying
Peter Jay with Vault Estate Planning helped us gain peace of mind that came from knowing that our children will be cared for by individuals we have chosen and designated. He was flexible with our busy schedules and made time to explain and educate us so that we could make the best decision for our personal situation. Peter also followed up with us to make sure all our needs were taken care of.
Vault Estate Planning and Peter Jay help simplify a rather complex process of creating a trust for our family. Knowing my children will be well looked after if anything happens to me or my wife brings me great peace of mind. He took time out of his nights and weekend to ensure nothing was overlooked while helping to set up the plans. He even went out of his way to refile forms with the county court. We greatly appreciate all the time, effort and caring Peter put forth. I would highly recommend Vault Estate Planning to help anyone with their estate planning needs.
Vault Estate Planning videos made it simple to understand estate planning and set up an estate plan. I was able to make knowledgeable decisions about how to set up a revocable living trust, appoint trustees, select beneficiaries, create plan for distributing funds to my children, in case something happens to me.
Stay Informed. Stay Empowered.
Check out our latest articles on estate planning, asset protection, family financial strategies, and more.
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BENEFITS
What Makes Us Different
Simplified Process
Our videos make the process simple and easy for you to understand and make your own decisions.
Affordable
With our system you won’t be paying expensive attorneys to make your estate plan, but will get a better plan that is affordable.
Educational and Empowering
You will understand and be in control of your planning and legacy
TAKE THE INITIATIVE
Enroll In A Course Today
At Vault Estate Planning, we are dedicated to making estate planning accessible, straightforward, and empowering. Whether you are just starting or need to update your existing plan, our comprehensive services and educational resources will guide you every step of the way.
Cost to Prepare Your Estate Plan
$8,000
$1,500
$1,200
Attorneys charge anywhere from $1,500 to $8,000 to prepare a typical estate plan, which is too expensive for most people. A lot of that cost comes from the amount of time the attorneys spend meeting with clients to teach them about estate planning, so the clients can make informed decisions about how to set up their custom plan. We lower the costs dramatically by creating a series of videos you can watch to teach you about how to set up the plan, and what decisions you can make, and then prepare your documents for much less.
With a trust estate plan, you can avoid probate court. Probate court will cost dramatically more than it will to set up your trust plan with Vaul Estate Planning.
TAKE THE INITIATIVE
Get Started Now!
At Vault Estate Planning, we are dedicated to making estate planning accessible, straightforward, and empowering. Whether you are just starting or need to update your existing plan, our comprehensive services and educational resources will guide you every step of the way.
Financial Planning with 5 Rings Financial
Vault Estate Planning + 5 Rings Financial = A Complete Wealth Protection Strategy
At Vault Estate Planning, protecting your family’s legacy is about more than just creating a will or trust — it’s about securing your entire financial future.
That’s why we’ve partnered with 5 Rings Financial, a trusted leader in financial planning, retirement strategies, and wealth protection.
Together, we provide a comprehensive approach to both estate planning and financial planning — giving you the tools you need to build, protect, and pass on your wealth.
