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.
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.
Book 2: Record Book
A tool to help you:
- Keep a digital record of important information.
- Organize everything in one place.
- Easily update records.