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). Please contact John French at john.french@arlingtondiocese.org if you are having any issues or have any questions. We would be happy to help.

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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Make the Most of Your Retirement Plan Assets

Take advantage of this tax-smart gift opportunity.

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