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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

Learn how to:

  • Set family goals and create a smart estate plan.
  • Lessen tax burdens.
  • Use trusts to support you, your family and loved ones.
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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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Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit