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Our complimentary Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.

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Select your complimentary resources

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.

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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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