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Personal estate planning kit

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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

Book 2: Record book

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

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Federal tax ID number: 52-1802057

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

The individuals, families and figures in the case studies do not represent real life gifts but are for demonstrative and illustrative purposes only. Please note they may not directly match your situation or needs and that you should consult your legal, tax and financial advisors to craft an individually tailored and estate plan which best meets your needs.

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