Your Kit Is Ready!

View your free books below. Please contact LMU Gift Planning at giftplanning@lmu.edu if you are having any issues or have questions. We would be happy to help.

Lesson Book

Book 1: Planning Book

Learn how to:

  • Set family goals and create a smart estate plan.
  • Lessen tax burdens.
  • Use trusts to support you, your family and loved ones.
View Planning Book
Record Book

Book 2: Record Book

A tool to help you:

  • Keep a digital record of important information.
  • Organize everything in one place.
  • Easily update records.
View Record Book