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Our FREE 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 smart estate plan
  • Lessen tax burdens
  • Use trusts to support you, your family and loved ones

Book 2: Record book

A tool to help you:

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