Everyone Needs a Plan

Free resources help you protect what matters most.

These guides benefit you, your loved ones and your loved causes.

Your Record Book helps you:

  • Collect paperwork
  • Take inventory
  • Make decisions ahead of creating your estate plan
  • Save time and money by being prepared

Your Lesson Book helps you:

  • Make a better will
  • Cut taxes today by changing the world tomorrow
  • Avoid estate planning mistakes
Personal Estate Planning Kit covers
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Download My Books!

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Please use the links below to download your Personal Estate Planning Kit. Contact Kristina Gregg, CFRE at 561-297-2058 or k.gregg@fau.edu with questions.

Lesson 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.

Record Book

A tool to help you:

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

Arthur Gutterman "I am constantly amazed at the passion of these deserving teachers and what they give their students every day through their work. I am happy to do my part to help continue the vital work of FAU's Center that benefits teachers and students today and now, for generations to come."

—Arthur Gutterman