1. Gift Planning
  2. Personal Estate Planning Kit

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Our complimentary Personal Estate Planning Kit is a tool for organizing your estate—saving you time, protecting your assets and helping you establish your legacy.

Personal Estate Planning Kit
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Book 1: Lesson Book

Learn how to:

  • Set family goals and create a plan.
  • Lessen tax burdens.
  • Use trusts to support you, your family and loved ones.
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Book 2: Record Book

A tool to help you:

  • Keep a digital record of important information.
  • Organize everything in one place.
  • Easily update records.
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