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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

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

UPDATE 6/15/2021

Electronic/PDF Estate Planning Workbook Download - The downloaded version of the Estate Planning Workbook is available for all. Please note that this workbook is designed for those living in California. Laws vary by state.

Mailed Estate Planning Workbook - This is available for United Way of Santa Barbara County donors and past donors living in Southern Santa Barbara County.