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Personal Estate Planning Kit

Our Best Resource

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 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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Our planned giving team would be happy to speak with you in confidence, with no obligation.

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Federal tax ID number: 83-0180403

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. Figures cited in any examples are for illustrative purposes only. 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.

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