Make Estate Planning Easier for Your Clients and for You
FREE Planning Guide and Workbook
Give your clients an easy way to start or update their will – our FREE estate planning guide and workbook explains the importance of planning and provides tips and useful conversation-starters. It's a helpful reference to use when you walk your clients through the will-writing process, and the workbook section helps them gather all the information you'll need to draft or update their will. The guide also has answers to many of the most common questions on estate planning and outlines the options and benefits available, should your clients wish to consider a planned gift to a charitable organization.
This informative 44-page resource comes in an easy-to-use electronic file (PDF) that you or your clients can edit and save as needed. You can also request a bound booklet with perforated workbook pages that can be easily removed for copying.
Simply fill out the form to get your FREE guide and workbook now.
This comprehensive guide will help your clients:
Download Your FREE Planning Guide and Workbook today!
Let the Red Cross help make the estate planning process easier for your clients – and for you.
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