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Free Estate Planning Workbook

Are you ready to plan your will and/or trust? We would like to give you a FREE Estate Planning Workbook. A well thought-out estate plan can create a seamless transfer of wealth and property and leave a legacy to support the people and causes you care about.

No matter if you are just starting to get your estate planning ducks in a row, or you want a little refresher, United Way of Santa Barbara County's workbook will provide helpful information.

Creating your estate plan provides:

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

To request your FREE Estate Planning Workbook, please enter your name and email address and any comments or questions. You can download an electronic copy of the workbook or we can mail you one!

Enter Your Information

UPDATE 3/27/2020:

Because of our pandemic schedule, we are temporarily disabling the "mail me a print Estate Planning Workbook" option. Please download a FREE copy today.

Donors and past donors who would like to also receive a print copy later can request one by writing a note in the comments box above.

Please note that this workbook is designed for those who live in California. Laws vary by state.

Electronic/PDF Estate Planning Workbook
Please mail me a printed Estate Planning Workbook TEMPORARILY DISABLED