Estate Planning Guide

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Take the fear out of estate planning by educating your prospects how to write a will, plan a bequest, and make other long-term arrangements in a way that aligns with their values and meets their personal goals (11 pages).

Beautifully designed, extremely attractive, and easily customizable by your graphic designer, marketing department, or print shop.

FREE BONUS ITEM WITH PURCHASE!

Get the Will Starter Workbook COMPLETELY FREE when you purchase the Estate Planning Guide. Your prospects will love this simple, step-by-step workbook that helps them get organized and make decisions before they even meet with their attorney (15 pages).

Why you need it:

More than 60% of Americans do not have a valid will in place. When you show them the value of estate planning, they’ll be encouraged to include a charitable gift right from the start. This guide makes the entire process easy on you and your prospects.

  • Choose from over 5 attractive cover designs
  • Simple, practical, affordable
  • So many uses! Use it as a leave-behind on donor visits. Give it out at Legacy Society events, reunions, or board meetings. Hand it to financial advisors to pass on to their constituents.

This product is also available at PlannedGiving.com where we customize it for you for only $500 additional. Saves you time.

How it’s structured:

  • What this guide will (and won’t) do for you.
  • Start here.
  • What makes a good estate plan?
  • It’s not just about your stuff.
  • Glossary: your estate planning cheat sheet

Software Needed:

  • Adobe InDesign

SKU: PGNET_TOOLKIT_ESTATE_PLANNING_GUIDE

Availability: In stock

$1,495.00

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$1,495.00

Details

Take the fear out of estate planning by educating your prospects how to write a will, plan a bequest, and make other long-term arrangements in a way that aligns with their values and meets their personal goals (11 pages).

Beautifully designed, extremely attractive, and easily customizable by your graphic designer, marketing department, or print shop.

FREE BONUS ITEM WITH PURCHASE!

Get the Will Starter Workbook COMPLETELY FREE when you purchase the Estate Planning Guide. Your prospects will love this simple, step-by-step workbook that helps them get organized and make decisions before they even meet with their attorney (15 pages).

Why you need it:

More than 60% of Americans do not have a valid will in place. When you show them the value of estate planning, they’ll be encouraged to include a charitable gift right from the start. This guide makes the entire process easy on you and your prospects.

  • Choose from over 5 attractive cover designs
  • Simple, practical, affordable
  • So many uses! Use it as a leave-behind on donor visits. Give it out at Legacy Society events, reunions, or board meetings. Hand it to financial advisors to pass on to their constituents.

This product is also available at PlannedGiving.com where we customize it for you for only $500 additional. Saves you time.

How it’s structured:

  • What this guide will (and won’t) do for you.
  • Start here.
  • What makes a good estate plan?
  • It’s not just about your stuff.
  • Glossary: your estate planning cheat sheet

Software Needed:

  • Adobe InDesign