Save time, protect assets and avoid distress with a well–planned estate.
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:
Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader.
Download it for FREE here.
If you’re using Firefox (browser), you must save the PDF prior to making edits.
Need Help?
If we can provide any assistance during your planning process, please contact Amy Dash at 516.812.7218 or AmyD@animalleague.org
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.