1. Planned Giving
  2. Will and Estate Planning Kit

Will and Estate Planning Kit: Our best resource

Ready to start planning your estate? Start here.

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

Will and Estate Planning Kit
I'd Like My FREE Kit Now!

I'd Like My FREE Kit Now!

First name is required
Last name is required
Please include an '@' in the email address

Submitted

Your e-mail address will be used only for communications to you from OPB; we will never share it with other organizations.

Select your free resources

What's included:

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.
View

Book 2: Record Book

A tool to help you:

  • Keep a digital record of important information.
  • Organize everything in one place.
  • Easily update records.
View

Start planning your legacy today when you download OPB's Will and Estate Planning kit — our best resource.