Imagine your family's future secured with a customized estate plan—all crafted for you in under three minutes

With BoomX Planning Profiles, estate planning becomes simple and personal. Just answer a few quick questions, and our smart system will guide you to the right plan

Start Building Your Family’s Financial Future

With one of seven profiles, you’ll easily find the documents and provisions you need to protect your family’s wealth with the force of Law. 

Take the first steps to secure your legacy effortlessly

We know that estate planning can be complicated. Here’s how our Profile Builder simplifies the process.

 Forget the stress of complex paperwork; we make it easy, so you can enjoy peace of mind knowing your future is in good hands.

Take Five Minutes to Complete Profile Builder

Act now and protect what matters most—your family's future

Get Your Personalized Plan Now

Thousands of families have already secured their future with BoomX—don’t miss your chance

Take Your Time to Learn About Family WealthPlan

FREE pass to weekly Office Hours for Q and A with others like you

Three Easy Steps to Get Started

Take Five Minutes to Complete Profile Builder

The easy-to-use profile builder matches you to a profile

Take Five More Minutes to Complete Your Plan

Continue on and correctly draft a full set of legal documents

Take Your Time to Learn About Family WealthPlan

FREE pass to weekly Office Hours for Q and A with others like you

Spousal Protection Masterclass

For Couples

The Spousal Protection Masterclass is available on-demand RIGHT NOW!  Join the BoomX Team as they walk you through the basics of estate and asset protection before diving into a thorough explanation of the  most powerful asset protection trust in American jurisdiction – the Spousal Preterition Trust. 

Spousal Protection Masterclass

For Couples

The Spousal Protection Masterclass is available on-demand RIGHT NOW!  Join the BoomX Team as they walk you through the basics of estate and asset protection before diving into a thorough explanation of the  most powerful asset protection trust in American jurisdiction – the Spousal Preterition Trust. 

Benefits of a BoomX Legal Plan

Protect Your Spouse

A trust, authorized by federal law, protects your spouse's inheritance safe form Medicaid spend-downs, penalties, and liens.

Double your estate tax exemption

Ten states have an estate tax. One simple trust can double the tax exemption a couple can claim, reducing or eliminating the tax.

Protect Your Retirement

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Grow Your Nest Egg

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FREE DOWNLOAD

Protect Your Family's Wealth!

Download our “Spousal Protection Planning Guide” and take the first steps towards financial resilience for generations

 

Topics Include

The Power of the Spousal Protection Trust

Created by Federal Law and holds assets for the benefit of your spouse. It is a tax-savings trust and does NOT count as an asset for Medicaid purposes. Transfer penalties, lookback periods, and the dreaded Medicaid lien does not apply. It is the single, most powerful asset protection trust in American jurisprudence. If you are married, you need this trust

The Problem

We will dive into the problem faced by surviving spouses and how to solve it! Spousal protection planning is based on the fact-based premise that surviving spouses suffer a decrease in monthly income and total net worth when the first spouse dies. Statistically, men live shorter lives than women. Thus, for illustrative purposes, we will speak of the survivor as a being a woman who has survived the death of her husband.

Why Asset Protection Matters

Asset protection plans include all the documents, strategies, and methods of estate planning. Asset protection plans, however, go one step further and lawfully protect assets while the asset owner is still living. See the difference? The value of estate planning triggers at your death and benefits other family members. Asset protection preserves wealth during the lifetime of the asset owners.

The Three Threats

The legal changes you need to know about and how to respond!

Not Estate Transfer

Learn the difference between estate planning and asset protection!

Join thousands of families who have secured their legacy—start your personalized estate plan today, before it's too late.

BoomX Planning Profiles have helped over 5,000 families take control of their future. In less than three minutes, you can create a customized estate plan that protects your loved ones and ensures peace of mind. Don’t wait—simplify the complex, avoid probate, and secure your legacy while it’s still easy

What Our Customers Are Saying

I am 100% hooked. Darol has the heart of a teacher and Family Leaders has become a circle of close friends. We all learn from each other. I have always been a little skeptical because I am a prison worker. But, BoomX Academy is honest, driven by duty, and extremely helpful.
Pic of Fury, a Family Leader
Shannon
Family Leader
I have been a Family Leader for more than two years and try not to miss an Office Hours. Not only do I learn a lot, all of my estate planning documents come from the drafting app. It's beautiful!
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John Doe
Famliy Leader

"I couldn't believe how fast it was! The Planning Profile Builder was easy to use, and I had all my documents ready within minutes. I'm recommending BoomX to all my friends."

What I loved most about BoomX was that they personalized the plan to fit my unique situation. No more worrying about probate or unnecessary taxes—BoomX thought of everything."

"The Family Leaders community has been amazing. Not only do I get legal advice, but other members shared valuable insights on Medicare and Social Security—knowledge I couldn’t have found elsewhere." — James D.

"I had no idea where to start with estate planning, but BoomX guided me through every step. Their system took away all the guesswork and gave me confidence that my family's future is secure."

"I always thought estate planning was complicated and expensive, but BoomX made it so simple. In just a few minutes, I had a plan that covered everything. It's life-changing to know my family is protected."

"BoomX gave me more personalized attention and support than I ever got from a law firm. Office hours made it easy to ask questions, and the answers were always clear and helpful." .

How We DIffer

Lawfully protect your retirement assets 

How We DIffer

Map Your Plan To Your Wealth

Continue improving your legal plan by connecting your assets to your comprehensive, legallly mandated flow of wealth directives

Unlimited Revisions for Family Leaders

The easy-to-use profile builder matches your envisioned future to one of seven profiles

Learn How to Build Family Wealth for the Future

Continue your generational wealth plan by improving on your investment policy.

Fine-Tune Your Legal Plan to Create Deeds, Designations, and More

Map your legal plan to your assets so they flow correctly when the time comes.

Everything You Need

Masterclass

70% of Americans have no legal plan due to the expense, uncertainty, and the perceived time commitment to implement.

70% of Americans have no legal plan due to the expense, uncertainty, and the perceived time commitment to implement.

This FREE Masterclass explains how we have removed all of these barriers. In as little as five minutes and less than $350, you can have the correct legal plan. Join us and find out how.

FREE Estate Tax Class

The Estate Tax Masterclass walks you through the fundamentals of estate taxes, helping you understand how to minimize your tax liability and protect your family’s wealth. Learn proven strategies to leverage tax exemptions, deductions, and trusts, ensuring that more of your assets pass to your heirs. By the end of the class, you’ll have a clear plan to reduce or eliminate estate taxes, preserving your legacy for future generations.

Essential Documents

Every BoomX Legal Plan includes these essential documents, though the provisions within each are tailored to fit your unique profile. This overview introduces you to the foundational tools used to transfer and protect wealth, including the will, living trust, financial power of attorney, and healthcare directives. In just eight minutes, you’ll gain a clearer understanding of the documents necessary to secure your family's future.

As a single individual, the law offers fewer automatic protections. Make sure your assets and future are secure with a tailored plan

The law offers fewer deductions, credits, and methods to protect assets than offered to couples. However, it many ways, it is easier to plan for a single. Check out what you will learn at the 2024 Asset Protection Masterclass for SINGLES.

Marital Status alone separates profiles

The law offers fewer deductions, credits, and methods to protect assets than offered to couples. However, it many ways, it is easier to plan for a single. Check out what you will learn at the 2024 Asset Protection Masterclass for SINGLES.

BoomX Articles

Frequently Asked

The tool guides you through a series of questions about your family, age, health, and finances. Based on your answers, the Builder matches you with the correct legal planning profile and instantly creates the corresponding documents

The BoomX Planning Profile Builder creates a wide range of plans including wills, trusts, powers of attorney, Medicaid planning, spousal protection, estate transfer, and more.

Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.

The documents produced by the Planning Profile Builder are professionally drafted and used by attorneys. While you are welcome to have them reviewed by an attorney, it is not required.

The tool guides you through a series of questions about your family, age, health, and finances. Based on your answers, the Builder matches you with the correct legal planning profile and instantly creates the corresponding documents

The BoomX Planning Profile Builder creates a wide range of plans including wills, trusts, powers of attorney, Medicaid planning, spousal protection, estate transfer, and more.

Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.

The documents produced by the Planning Profile Builder are professionally drafted and used by attorneys. While you are welcome to have them reviewed by an attorney, it is not required.

The BoomX Academy stands by the quality of the legal documents created by its drafting app.  As such, we will refund your money if you are not happy with the documents you receive.  

The BoomX Academy stands by the quality of the legal documents created by its drafting app.  As such, we will refund your money if you are not happy with the documents you receive.