FREE Personal Estate Planning Kit
Our Estate Planning Guide is a tool to help you organize your estate—saving you time, protecting your assets, and helping you establish your legacy.
BOOK 1: LESSON BOOK
Learn about estate planning and where to start, including how to:
- Set goals and create a plan.
- Create a better will.
- Take advantage of tax benefits.
- Use trusts to support you and your loved ones.
BOOK 2: RECORD BOOK
Our personal estate planning information tracker,
checklist and calculator will help you:
- Keep a digital record of important information.
- Organize everything in one place.
- Easily update records.
