Wise Women Estate Planning

Product Description

Take the fear out of estate planning by educating your female prospects how to make estate arrangements in a way that aligns with their values and meets their personal goals.

Will Starter Workbook included

Your prospects will love this simple, step-by-step workbook that helps them get organized and make decisions before they even meet with their attorney.

Why You Need It

American women hold a large percentage of the nation’s wealth today, yet most of them do not have an estate plan. Even when a married couple does have a plan, women have additional considerations. For one thing, they live longer and spend more resources on end-of-life care.

Show the women who care about your mission the value of estate planning, and they’ll be encouraged to include a charitable gift to you. This guide makes the entire process easy for everyone.

Choose from over 20 attractive cover designs or we’ll design one for you
Simple, practical, affordable
So many uses! Use it as a leave-behind on donor visits. Give it out at Legacy Society events, reunions, or board meetings. Hand it to financial advisors to pass on to their constituents.

How It’s Structured

What’s an estate plan and why do you need one?
Why an estate planning guide just for women?
What this guide will (and won’t) do for you.
How to get started.
It’s not just about your stuff.
Questions women ask about estate planning.
Glossary: your estate planning cheat sheet

Legacy Giving in a Box

Includes

Wise Women Estate Planning

Product Description

Will Starter Workbook included

Why You Need It

How It’s Structured