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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.

Personal Estate Planning Kit
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View your free resources below (we've made all the guides available to you with no obligation). Please contact Laura Eldridge, CFRE at plannedgiving@nuvancehealth.org if you are having any issues or have any questions. We would be happy to help.

Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

View Lesson BookView Record Book

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.

View Guide

17 reasons to update your will

If your will is outdated, it can actually cause more harm than good. Here are 17 reasons it might be time to update your will.

View Guide

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Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

View Lesson BookView Record Book

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.

View Guide

17 reasons to update your will

If your will is outdated, it can actually cause more harm than good. Here are 17 reasons it might be time to update your will.

View Guide