The No Bull Planning Academy
Know which
estate plan
fits your life.
And what you don’t need.
Understand your options before you buy documents or hire an attorney. The No Bull Planning Academy gives you the lessons, personalized report, and action guides to take the next step.
One-time purchase. No subscription.
Created by an estate-planning attorney.
Practical guidance. Straight answers. No Bull.
Get the decisions right.
A clear way forward
Here’s how
it works.
The No Bull Planning Academy takes you from “Where do I start?” to understanding your options and knowing what to do next.
- 01
Learn.
Understand your options in ten plain-English video lessons.
Explore the lessons - 02
Assess.
Answer straightforward questions about your family, property, and goals.
See how the assessment works - 03
Report.
Get a personalized comparison of your options, with reasons and next steps.
Look inside your report - 04
Act.
Follow the guides that fit your plan and keep track of what’s left to do.
See the action guides
01 / Understand your choices
Make sense of
your options.
Wills. Trusts. Beneficiary designations. What do they actually do—and which ones make sense for you?
Michael walks you through the decisions that matter in the No Bull Planning Academy. You’ll learn how the pieces work together, when a simple approach can fit, and when it’s worth getting more help.
See all 10 modules
- Welcome to the No Bull Planning Academy
- Incapacity
- The default plan
- Lifetime gifts
- Direct-Transfer Plan
- Will-Based Plan
- Funded Living Trust Plan
- Advanced planning
- Why people matter
- Why real estate matters
02 + 03 / Your assessment and Fit Report
Your answers.
Your plan, explained.
Tell us about your family, what you own, and what you want to happen. Your Estate Plan Fit Report compares your options, explains the tradeoffs, and shows you where to focus.
Work through questions about your household, beneficiaries, accounts, property, and goals. Your answers shape the report.
A DIRECT-TRANSFER EXAMPLE
Sometimes a
simple plan fits.
For someone with straightforward accounts and adult beneficiaries, a direct-transfer plan may be enough.
Coordinate beneficiary designations so accounts go to the people you choose.
Set instructions for assets passing through your will.
Add a trust to hold assets and manage how they pass.
A GUIDED ONLINE EXAMPLE
Get the level
of help you need.
A funded revocable living trust can be created with guided online software when your needs fit what the software offers.
Guided Online Planning
Follow a step-by-step process to prepare your documents, then use the action guides to complete the plan.
- Compare services based on what your plan needs.
- Understand the signing and funding steps.
- Know which questions to ask before you pay.
ISSUES TO RESOLVE
Know what needs
a closer look.
Your report highlights details that are easy to miss and explains why they matter.
Do your beneficiary choices still match your wishes?
Reviewing your beneficiary choices helps keep your accounts in step with your plan.
Your plan uses beneficiary designations to pass on some accounts.
Check who is named, choose backups, and confirm the choices still reflect your wishes.
YOUR NEXT STEPS
Know what
to do next.
Move from choosing an approach to putting your plan in place.
04 / Put it into action
Turn your report
into a plan of action.
When you finish the No Bull Planning Academy, you’ll have more than a recommendation. You’ll know the next steps to take.
Choose the guides that match your approach, from creating the documents to updating accounts and property ownership.
Keep your choices, questions, and to-dos together as you work through your plan.
The right help for your plan.
- 01Creating Your Plan: DIY
- 02Creating Your Plan: Guided Online Software
- 03Creating Your Plan: Working With an Attorney
Make the pieces work together.
- 04Direct-Transfer Plan Implementation Checklist
- 05Will-Based Plan Implementation Checklist
- 06Revocable Living Trust Funding & Implementation Guide
Inside the No Bull Planning Academy
One place to
get your bearings.
Your lessons, assessment, Estate Plan Fit Report, and action guides—all together in the No Bull Planning Academy. Work through them at your own pace and come back when you need a refresher.
Use the No Bull Planning Academy on your computer or phone. Add it to your home screen for easy access.
One-time purchase.
No subscription.
- Unbiased education. Clear answers.Understand your options in 10 plain-English video lessons, each with a downloadable summary.
- Find the right fit for your family.Your personalized assessment and Estate Plan Fit Report give you an impartial recommendation—and explain why it fits.
- Know what to do next.Put your plan in place with 6 step-by-step action guides and your private My Plan Action Worksheet.
- Learn at your own pace.Access the No Bull Planning Academy on your computer or phone. Come back whenever you need a refresher.
Why No Bull Planning exists
The guidance I’d want
my own family to have.
I’m Michael Jenkins, an estate-planning attorney. I built the No Bull Planning Academy to help people understand their options before spending money on a plan.
Sometimes a simple plan works. Sometimes it’s worth paying for more help. You deserve to understand the reasons either way.
I want you to know what you’re choosing,
and why it makes sense for your family.
The No Bull pledge
No pressure.
Clear answers.
Learn how DIY, online software, and attorney-led planning compare before you choose a provider.
We don’t accept referral fees from attorneys, software companies, advisors, or insurance providers.
Choose the approach that makes sense for your family, your goals, and your budget.
Straight answers
Good questions.
No runaround.
A closer look at the No Bull Planning Academy.
What do I get for $99?
You get the No Bull Planning Academy: ten video lessons, downloadable summaries, a personalized assessment, your Estate Plan Fit Report, six action guides, and a private worksheet. You’ll create your legal documents afterward using the approach you choose—DIY, guided online software, or an attorney.
Who is the No Bull Planning Academy for?
Anyone who wants to understand their estate-planning options before spending money on documents or professional help. You’ll compare direct-transfer, will-based, and funded trust plans, and learn how to choose the right level of help.
Why pay when there’s free information online?
Free information can help you learn individual concepts. The No Bull Planning Academy puts them in order and applies them to your situation. You get a clear comparison and practical guidance for what to do next.
What if my family situation is complicated?
That’s a good reason to understand your options first. Your report highlights questions involving children, inheritances, business interests, and other important details, so you can have a more useful conversation with the right professional.
Does the assessment consider my state?
Yes. The assessment uses your state and property locations to check relevant planning options and estate- or inheritance-tax questions. Those details are brought into your report alongside your family and goals.
Can this help if I already have a plan?
Yes. Use the No Bull Planning Academy to understand your options and build a list of questions about your existing plan, especially after changes in your family, property, or goals.
Can I use the No Bull Planning Academy on my phone?
Yes. Watch the lessons, read your report, and open your guides on your computer or phone. You can also add the No Bull Planning Academy to your phone’s home screen for easy access.
How do I get started?
Start with the $99 No Bull Planning Academy. Watch the lessons, take the assessment, read your Estate Plan Fit Report, and use the action guides to start putting your plan in place.
The No Bull Planning Academy
Your family deserves a plan.
You deserve to understand it.
Get the Academy — $99 Ten lessons. Your personalized report. A clear next step.