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FREE Personal Estate Planning Kit

This comprehensive estate planning kit includes:

23-Page Lesson Book (PDF)

  • Learn about the six documents everyone should own
  • Make a better will
  • Use trusts to improve your estate plan
  • Understand federal tax laws
  • Cut your taxes today by changing the world tomorrow

Electronic Record Book (Writeable PDF)

  • Organize important personal information (e.g., health care directives, funeral instructions, passwords, asset inventory)
  • Build a secure estate plan
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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