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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View your free resources below (we've made all the guides available to you with no obligation). We will be in contact with you soon. In the meantime if you have any questions, or if you need to speak with someone immediately, please contact Robert Kanonik, J.D., Strategic Giving Manager, at +1.630.468.7067 or We would be happy to help.

Personal Estate Planning Kit

This estate planning kit is designed to save you time, protect your assets and help you establish your legacy.

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What to Do in the First 48 Hours When You Lose a Loved One

A guide to provide direction through grief and uncertainty.

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A Guide to Making Your Will

Direct 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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