Personal Estate Planning Kit

Save time, protect assets and avoid distress with a well–planned estate.

This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:

Your Lesson Book
1

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.

Your Record Book
2

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.

Need Help?
If we can provide any assistance during your planning process, please contact Danielle R. Dawson, JD, MBA at 858-534-2249 or ddawson@ucsd.edu.

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Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

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