Plain-English lessons on the basics you need to know. No legal jargon.
Answer practical questions about your family, assets, and goals.
Receive a Good / Better / Best recommendation before buying anything.
Pay thousands for complexity you may not actually need.
Use cheap documents that fail when your family needs them.
Put it off because every option feels biased, confusing, or expensive.
Lawyers often make estate planning feel more complicated than it needs to be.
Online platforms often make estate planning feel simpler than it really is.
Financial advisors often view estate planning through the lens of assets, insurance, or investments.
Who can act on your behalf if you are ever unable to?
How is property titled and what happens based on that?
Who gets what, when, and how does that actually take place?
Do expectations match up with what your plan actually says?
Simple documents, will-based, trust-based, or attorney-led planning.
Know when someone may be overselling – or when cheap is risky.
Know what you need and why before paying an attorney, software platform, or advisor.
The recommendation should not be influenced by what we want to sell you next.
So we do not sell anything next.
Comparing Wills, Trusts, and Beneficiary Deeds.
Deciding between online software and an attorney
Investigating how to plan around a minor child.
Researching how to best leave the house to the kids.
Considering how to plan around a blended family
Needing to help aging parents out
Cleaning up after a messy estate
Ready to get this done, but unsure where to start
No Bull Planning was created by an estate planning attorney to give consumers the plain-English decision framework most people wish they had before buying an estate plan.
The goal is not to replace legal advice.
The goal is to help you understand your options before you spend real money.
No. No Bull Planning provides educational information and decision support. It does not provide direct legal advice, prepare legal documents, or create an attorney-client relationship.
The goal is to help you understand your options before you hire someone, use software, or buy documents.
No. No Bull Planning does not draft wills, trusts, powers of attorney, deeds, or any other legal documents.
That is the point. The recommendation is not influenced by trying to sell you the plan afterward.
No. We do not accept referral fees or commissions from attorneys, advisors, software companies, or insurance providers.
No Bull Planning is built to help you understand your lane before you decide who, if anyone, to hire.
No. Some families may need a trust. Some may not.
A trust can be a smart tool when the problems justify it. It can also be expensive overkill when they do not.
The point is to understand which planning lane may fit your situation.
It is designed to give you an educational Good / Better / Best recommendation and help you understand the tradeoffs.
It can help you see whether you may be closer to simple documents, a will-based plan, a trust-based plan, or attorney-led planning. For legal advice about your specific situation, you should consult an attorney.
You can. And for many people, hiring an attorney is the right move.
But most attorneys are also selling estate planning services. Some are excellent and honest. Others may oversell complexity or fail to explain the tradeoffs clearly.
No Bull Planning helps you walk into that conversation with a framework, better questions, and a clearer sense of what may actually fit.
Online software is fine for some situations.
But it can also be a very bad fit and leave your family exposed if you have certain planning considerations.
No Bull Planning helps you understand when online tools may be enough — and when cheap can become expensive. If online software is a recommended route for you in your planning assessement, you’ll have the peace of mind that the solution is appropriate for your circumstances.
Free information can explain what a will or a trust is.
It usually does not help you apply the decision to your own family in a clear, structured way. It also is usually biased towards whatever the presenter is selling.
No Bull Planning is built around the assessment, recommendation, and decision framework without any sales pitch— not just more information.
No Bull Planning can still help you pressure-test whether your current plan seems aligned with your family, assets, and goals.
It will not review your legal documents or provide legal advice, but it can help you understand what questions to ask if you are considering an update.
