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, Ask No Bull AI, and a Personalized Action Guide to take the next step.
One-time purchase. 12 months of access. 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.
Ask questions, choose your path, and get one Action Guide built around your plan and assets.
See how Act works
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 your Personalized Action Guide to follow through.
- 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.
Review your Estate Plan Fit Report, use Ask No Bull AI to work through any questions, update your Fit Report as needed, then choose the planning path you want to follow.
We’ll then build you a Personalized Action Guide around your chosen plan, level of help selected, and assets listed.
An optional AI assistant tool built around the No Bull Planning framework. Its answers are grounded in your saved Fit Report and reviewed No Bull guidance.
Choose the path you want to follow.
- 01Review or update your Estate Plan Fit Report
- 02Ask No Bull AI about your Fit Report
- 03Choose your plan and level of help
One ordered checklist, built for you.
- 04Confirm the assets your guide should address
- 05Get plan-specific and asset-by-asset next steps
- 06Download your Personalized Action Guide
Inside the No Bull Planning Academy
One place to
get your bearings.
Your lessons, assessment, Estate Plan Fit Report, Ask No Bull AI, and Personalized Action Guide—all together in the No Bull Planning Academy. Work through them at your own pace and return anytime during your 12 months of access.
Use the No Bull Planning Academy on your computer or phone. Add it to your home screen for easy access.
One-time purchase.
12 months of access.
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.
- Ask questions. Choose your path. Take action.Use Ask No Bull AI to understand your Fit Report, then get one Personalized Action Guide matched to your chosen plan, level of help, and assets.
- Learn at your own pace.Access the No Bull Planning Academy on your computer or phone. Return anytime during your 12 months of access.
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 12 months of access to the No Bull Planning Academy: ten video lessons, downloadable summaries, a personalized assessment, your Estate Plan Fit Report, Ask No Bull AI, and one Personalized Action Guide built around the plan, level of help, and assets you confirm. It is a one-time purchase with no subscription. 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.
What is Ask No Bull AI?
Ask No Bull AI is an AI assistant—not a live person or attorney. It gives you short educational answers grounded in your saved Fit Report, the No Bull Planning Academy, and reviewed No Bull guidance. Use it to understand why a path fits, unpack planning terms, or prepare questions for a provider. It does not draft legal documents or provide legal, tax, financial, or investment advice.
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, ask questions, and use your Personalized Action Guide 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, choose the path you want to follow, and download your Personalized Action Guide.
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.