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Planning Your Legacy Guide

The University of Texas at Arlington would like to give you a FREE guide, entitled "Planning Your Legacy: A Guide to Providing for Your Family and Supporting the Causes You Care About." It is a workbook designed to guide you in addressing the important questions about family and assets as you work to build your first estate plan or bring your current estate plan up to date.

It will prepare you for meeting with your professional advisors (legal, tax and financial). It will guide you in providing for your loved ones in the right way and at the right time.

Download your FREE guide:

  1. Enter your information below and include any comments or questions.
  2. Click on the EMAIL button to the right of "Electronic/PDF Wills Guide" at the bottom of the Comments box.
  3. Download and Print "Planning Your Legacy" (28-page PDF).
OR

Request your FREE guide hard copy be mailed to you:
  1. Enter your information below and, along with any comments or questions, be sure to include your mailing address.
  2. Click on "Please mail me a printed Wills Guide" then on "Download."
  3. Your 28-page document "Planning Your Legacy" will be mailed to you.

When you have your printed copy via download or mailing, you are ready to record your family information and your estate distribution plans to provide for and protect your family.

There is no obligation to inform the charitable organization of your legacy intention, but it is always helpful to do so. Advance communication to receiving a legacy gift paves the path for greater impact. Please contact Kurt Bartley, Chartered Advisor in Philanthropy, CAP®, Senior Director for Gift and Estate Planning, for further information or planning assistance at kurt.bartley@uta.edu or (817) 272-9387.

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