Complimentary Planning Resources
Browse our catalog of resources to learn how to get started with leaving a gift and the different types of gifts. You can use the form below to select which resources you want.
Getting Started – Planning for Peace of Mind in Five Easy Steps
When it comes to creating or updating your estate plan, we know it can be difficult to get started. This workbook breaks the process down into manageable steps so you can meet your goals and gain peace of mind.
Getting Organized – a Workbook
This workbook will help you locate and organize all the important documents that you’ll need to create or update your estate plan, giving you peace of mind and ensuring that your wishes and legacy are honored.
An Important Choice – Choosing Your Executor
Learn how to select the person who will be responsible for fulfilling your final wishes, including the distribution of your possessions, collectively called your estate.
How to Create or Update Your Estate Plans
Secure the future for your loved ones and the causes you care about with this helpful checklist.
Planning for Your Animal Companion’s Future and Your Peace of Mind
Learn how to include provisions for your companion animals in your estate plans to ensure they receive the care and comfort they are accustomed to for the rest of their lives.
Easy Ways to Create Your Legacy
Discover how a gift in your will or trust, or by beneficiary designation can create your legacy of compassion for animals.
Receive Tax Savings AND Lifetime Income With a Gift to PETA
Discover the benefits of a charitable remainder trust or charitable gift annuity.