Estate Planning & Generational Wealth Educator
Protect Your Legacy. Empower Your Family's Future
Empowering families to protect their legacy, build generational wealth, and navigate the complexities of estate planning with love, clarity, and purpose.
Meet Ruby Montes
Empowering Families to Build Lasting Legacies
Ruby Montes is a passionate estate-planning attorney dedicated to helping families, especially those from Latino, Black, and immigrant communities, protect what they have worked so hard for. Born and raised in the South Bronx, Ruby’s journey into law was unconventional, shaped by a childhood marked by love, struggle, and resilience.
Her personal experiences with family hardship, including the loss of her home in a fire and caring for her ailing grandmother, ignited her passion for helping families plan for the future. Ruby’s mission is to ensure that generational wealth is not only built but also protected for future generations. She is committed to making estate planning accessible and relatable, breaking down legal barriers and educating families on how to secure their legacy.
- Certified Estate Planning Educator
- Community Leader
- Published Author
About The Book
Legacy of Prosperity Estate Planning for Generational
Legacy of Prosperity: Estate Planning for Generational Wealth by Ruby Montes is a groundbreaking guide that helps families build, protect, and preserve their wealth across generations. Drawing on personal experiences and professional expertise, Ruby Montes offers a unique, accessible approach to estate planning, breaking down complex legal concepts and making them relatable for everyday families.
This book is not just about paperwork; it’s about understanding how to safeguard the things that matter most: your home, your savings, your business, and your loved ones. Ruby emphasizes the importance of planning early, regardless of wealth or age, and offers practical advice on avoiding common pitfalls such as probate, tax issues, and family disputes.
- Step-by-step estate planning roadmap
- Real-life examples from Latino families
- Probate avoidance strategies
- Asset protection techniques
- Order Your Copy
-
$24.99 $34.99
About The Book
The Blueprint For Generational Wealth
With a focus on cultural considerations, the book speaks directly to Latino, Black, and immigrant communities, where planning for the future is often overlooked or misunderstood. Through personal stories, real-life examples, and actionable steps, Legacy of Prosperity empowers readers to take control of their future, ensuring that their legacy, whether financial, emotional, or cultural, endures for generations to come.
This is more than just a guide to legal tools like wills and trusts; it is a roadmap for securing a family’s future, fostering generational wealth, and making estate planning a priority rather than a last-minute decision.
What's Included:
- 50+
Worksheets - Action
Checklists - Planning
Templates
$19.99
- Get the Workbook
Inspire & Educate
Speaking Engagements & Workshops
Ruby Montes offers engaging speaking sessions and workshops designed to inspire and educate families on the importance of estate planning. With a focus on practical strategies and cultural relevance, these events provide valuable tools to secure your legacy and build generational wealth.
Popular Topics:
- Estate Planning Fundamentals
- Generational Wealth Building
- Probate Avoidance Strategies
- Protecting Your Family’s Future
- Business Succession Planning
- Special Needs Planning
Upcoming Events
Speaking Calendar
Los Angeles, CA
9:00 AM 5:00 PMBook Trailer
The Journey Begins Here
Author’s Blog
The Creative Journal
Explore the Author’s Blog: The Creative Journal, where Ruby Montes shares insights, personal stories,
and expert advice on estate planning, wealth-building, and preserving family legacies
for future generations.
Coming Soon
Amazing Quote Post
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt
Amazing Quote Post
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt
Amazing Quote Post
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt
Book Ruby
Bring Ruby to
Your Event
Bring Ruby Montes to your event and provide your audience with expert insights on estate planning, generational wealth, and building a lasting legacy. Whether it’s a conference, workshop, or community gathering, Ruby’s dynamic presentations empower and inspire attendees with practical strategies they can apply immediately.
1 Submit Your Request
Fill out the event request form with details about your event, audience, and preferred date. Ruby’s team will ensure all your needs are met.
2 Receive a Custom Proposal
Once we receive your request, Ruby will create a tailored proposal that aligns with your event goals, including speaking topics, session formats, and availability.
3 Inspire Your Audience
Ruby will deliver a powerful, engaging session that equips your audience with the tools, knowledge, and inspiration to protect their wealth, strengthen family legacies, and embrace the importance of estate planning.