Personal Estate Planning Kit Download
Save time, protect assets and avoid distress with a well–planned estate.
To take advantage of this resource immediately download the electronic versions below.
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'll 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're using Firefox (browser), you must save the PDF prior to making edits.
If we can provide any assistance during your planning process, please contact Planned Giving Department at 212.547.9152 or PlannedGiving@ORTamerica.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.