The complete starter toolkit for families ready to take control.
Everything you need to understand, plan, and protect β bundled into one affordable package.
Emergency Legacy Kit β $27
Get the essentials you need to document critical information for your loved ones in an emergency.
Trust Me Guide β $27
A clear, jargon-free guide to understanding trusts and why every family needs one.
Blueprint Workbook β $37
Your step-by-step action plan for building wealth and protecting what you've worked hard to create.
Mindset & Money β $67
Transform your relationship with money and develop the mindset needed to build lasting generational wealth.
Bonus Quick Reference Guide
A handy, print-ready reference guide covering the key terms and steps you need to know.
Information about estate planning and wealth building is everywhere. But itβs scattered, jargon-filled, and not always written with your family in mind. The Starter Essentials Bundle changes that β everything in one place, built for families who are ready to get serious.
Meet Your Guide
Portia Wood is the founder of Legacy Wealth Institute (LWI), a financial education platform dedicated to helping families build, protect, and pass down generational wealth. With a passion for making estate planning and financial literacy accessible, Portia created the Starter Essentials Bundle to give every family the tools they need to get started β without the overwhelm.
Starter Essentials Bundle β $97
A $158+ value, yours for just $97.
Emergency Legacy Kit ($27) + Trust Me Guide ($27) + Blueprint Workbook ($37) + Mindset & Money ($67) + Bonus Quick Reference Guide β all in one bundle.
Ready to level up? Add the Legacy Wealth Bootcamp for just $97 more and get the full deep-dive experience.
Get the Bundle β $97