
Estate: Golden Rules by J Andrew Shelley
10/13/26; 242 pages
TENZL
Estate: Golden Rules by J Andrew Shelley is a very highly recommended, easily accessible guide to carefully planning for your death with the goal in mind of preventing more suffering, conflicts, or resentment among family members. An unplanned or ill-prepared estate can potentially leave your family with months or years of suffering, legal problems, and expenses. Conflicts between family members can emerge and turn into anger and resentment. One person is often bearing the load of hours of work.
This is not a long, detailed, complicated textbook that covers every single detail that could possibly occur. It is an informative overview of the best approach to take as YOU prepare for your death to benefit your family and avoid probate. It is easy to understand and plan to put the information into practice. There is an overview and brief summary of what the chapters cover, basically giving you a map of what you have to read and what you could skip. Personally, I'd recommend reading the whole guide and taking notes. You will find step-by-step guidance, tools to persuade loved ones to start planning now and AI prompts to speed it all up.
Chapter 1 Estate Map is a must read chapter. It is packed with information, explains the realities, and generally maps out a course of action to undertake.Chapter 2 Why Plan Why Now - basically explains designating beneficiaries on accounts, etc.
Chapter 3 Commitment - covers the difficulties with an unplanned large estate; encourages decluttering and giving things away.
Chapter 4 First Thing: Our Health - addresses the arrangements for medical authorizations and care.
Chapter 5 The Golden Rule of Life - Do unto others as you would have done to yourself; applying the golden rule to subdue resentments
Chapter 6 The Golden Rules of Estates - Die owning nothing and have designated beneficiaries on everything
Chapter 7 Probate is described and explained with critical facts along with details on how to avoid
Chapter 8 Making it happen shows a detailed application of the Golden Rules and some complexity warnings
Chapter 9 Classic Estate Planning facts behind wills, trusts, deeds and more. Great lists of information and answers to common questions.
Appendix finishes the story of Rhea. If you must skip something, you can skip the story of Rhea.
Those who read Estate: To My Once Darling Child, the fictional, but true-to-life, well-written, and sometimes humorous novel with an underlying helpful message of what not to leave behind for your family to handle upon your death, will want to read this informative follow-up guide. Not to get too personal, but both of these books have hit way-too-close to home for me. Several years ago I had two family members die within two months of each other. There are still repercussions today from the conflicts, perceived slights, greed, anger, entitlement, and resentments swirling around one of the deaths, which was sudden and unexpected. The majority of this could have been avoided with plans in place. Now today, since reading Shelly's first book, I have been trying to encourage my elderly mother to please declutter and give it all away.
Estate: Golden Rules is an excellent resource for estate planning written with keeping the process simple and doing the paperwork now to avoid potential legal complications. Thanks to J Andrew Shelley and TENZL for providing me with an advance reader's copy via NetGalley. My review is voluntary and expresses my honest opinion.





