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10/15/2018

Estate Planning: An Easy Way to Get Started

By Rachel Chesser, Planned Giving Officer

ducks swimming

No matter where you are in life, it is wise to think about and plan for how your affairs will be handled. A few simple steps today can give you peace of mind tomorrow, by ensuring you and your loved ones are well protected. We understand estate planning is sometimes a daunting process and it is tough to know how to get started.

This week the ETV Endowment is marking National Estate Planning Awareness Week. In addition to sharing estate planning strategies, we are offering a tool for taking the important first step – getting organized!

FREE Estate Planning Guide

Please contact us to request your free copy of the Personal Estate Planning Guide. This handy little booklet will help organize the essentials:

  • Personal informationbrochures stacked
  • Family contacts
  • Healthcare information
  • Medical providers
  • Types of assets you own
  • Your advisors

The guide will assist you with knowing what information is important to document and is a resource you can file or share with family and/or a legal or financial advisor.

free booklet

Other ways to request your free estate planning guide:

We will get the guide out to you in just a few business days. Good luck with your planning and please let us know if we can be of assistance!