Personal Estate Planning Kit Lesson Book
Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan.Download My Guide
Personal Estate Planning Kit Record Book
After completing the lesson book, you will be ready to take inventory of your assets. Download the record book (PDF) to begin.Download My Guide
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you are using Firefox (browser), you must save the PDF prior to making edits.
We're Here to Help
Director of Gift Planning
Tax ID: 94-0843915
A Guide to Making Your Will
Perhaps the whole thing seems too time-consuming, difficult or even mysterious. To overcome these obstacles, review this helpful guide that gives clear answers to the questions you may have.View My Guide
Estate Planning Starters
Fill out and review these estate planning starters to save time and lead you to the options that meet the needs of your beneficiaries, protect your estate and keep potential estate taxes as low as possible.View My Guide
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. 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. 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. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.