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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