Wise Women Estate Planning

Product Description

Take the fear out of estate planning by educating your female prospects how to make estate arrangements in a way that aligns with their values and meets their personal goals.

Will Starter Workbook included

Your prospects will love this simple, step-by-step workbook that helps them get organized and make decisions before they even meet with their attorney.

Why You Need It

American women hold a large percentage of the nation’s wealth today, yet most of them do not have an estate plan. Even when a married couple does have a plan, women have additional considerations. For one thing, they live longer and spend more resources on end-of-life care.

Show the women who care about your mission the value of estate planning, and they’ll be encouraged to include a charitable gift to you. This guide makes the entire process easy for everyone.

  • Choose from over 20 attractive cover designs or we’ll design one for you
  • Simple, practical, affordable
  • So many uses! Use it as a leave-behind on donor visits. Give it out at Legacy Society events, reunions, or board meetings. Hand it to financial advisors to pass on to their constituents.

How it’s structured

  • What’s an estate plan and why do you need one?
  • Why an estate planning guide just for women?
  • What this guide will (and won’t) do for you.
  • How to get started.
  • It’s not just about your stuff.
  • Questions women ask about estate planning.
  • Glossary: your estate planning cheat sheet