Personal Estate Planning Kit
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:
Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
After completing the lesson book, you'll be ready to take inventory of your assets. Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you're using Firefox (browser), you must save the PDF prior to making edits.
If we can provide any assistance during your planning process, please contact Susan Walters at 214.720.1478 or email@example.com.