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FREE United Way Estate Planning Workbook

Getting Your Ducks in a Row Provides Peace

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We can help you get your estate planning ducks in a row. Your estate is all the money and property you own. An estate plan is a set of legal documents outlining how your assets will be distributed after you pass. Estate planning is not just for the wealthy. With even a simple plan, you can protect your family and leave a legacy. However, many people never make this plan. Only 36% of Americans have an estate plan, and of those, 20% have not updated their plan in the last five years.

When you start to create or update your estate plans, you will find way to:

  1. leave more for your family and the causes close to your heart
  2. create income for you and your family
  3. ensure you leave the legacy you want

Creating your estate plan provides:

  • Peace of Mind
  • Tax Benefits
  • Comfort for Loved Ones
  • Fulfillment of Your Desires

Our FREE Estate Planning Workbook is a fill-in-the-blank booklet that can help you organize your information. An estate planning attorney will need this same information when creating a will and trust. The workbook includes descriptions of some of the ways you can include the causes you care about, like United Way, in your estate plans.

We are offering this guide as our gift to you because we believe it will help you create a successful and satisfying future.

To request your FREE Estate Planning Workbook, please enter your name and email address and any comments or questions. There are ways to receive the workbook:

  • Electronic/PDF Estate Planning Workbook Download - The downloaded version of the Estate Planning Workbook is available for all. This workbook is designed for those living in California . If you have any issues with the download email [email protected]
  • Mailed Estate Planning Workbook- This is available for United Way of Santa Barbara County donors and past donors living in California.

Enter Your Information

Electronic/PDF Estate Planning Guide
Please mail me a printed Estate Planning Guide
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