Personal Estate Planning Kit
Save time, protect assets and avoid distress with a well–planned estate.
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 will 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 are using Firefox (browser), you must save the PDF prior to making edits.
If we can provide any assistance during your planning process, please contact the Office of Estate and Gift Planning at 614-292-2183 or firstname.lastname@example.org.
How To Start
Payments for Life
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
Create Your Own Giving Plan
Create a secure plan for you, your loved ones, and the causes you care about with our complimentary Personal Estate Planning Kit.