Planning Toolkit

Protect loved ones and loved causes with an organized estate.

Our best resources are free and can help you with important estate planning decisions.

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Personal Estate Planning KitThis comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

What to Do in the First 48 Hours When You Lose a Loved OneThis guide will provide direction through grief and uncertainty.

A Guide to Making Your WillDirect your assets to the people and causes you care about most. Plus, learn what happens if you don’t have a will.

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View your free resources below (we've made all the guides available to you with no obligation). Please contact Matt Borden, J.D., M.P.A. at mborden1@udayton.edu if you are having any issues or have any questions. We would be happy to help.

Protect loved ones and loved causes with an organized estate.

I'd Like My FREE Resources Now!

Your Guides Are Ready!

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Free Estate Planning Tool