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View your free books below. Please contact Jenny Keane at jenny.keane@park.edu if you are having any issues or have questions. We would be happy to help.

Lesson Book

Book 1: Lesson Book

Learn how to:

  • Set family goals and create a smart estate plan.
  • Lessen tax burdens.
  • Use trusts to support you, your family and loved ones.
View Lesson Book
Record Book

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 Record Book

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit