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View your free books below. Please contact Gail A. Evans, MBA, CFRE at if you are having any issues or have questions. We would be happy to help.

Lesson Book

Book 1: Lesson Book

Learn how to:

  • Set family goals and create a smart estate plan.
  • Lessen tax burdens.
  • Use trusts to support you, your family and loved ones.
View Lesson Book
Record Book

Book 2: Record Book

A tool to help you:

  • Keep a digital record of important information.
  • Organize everything in one place.
  • Easily update records.
View Record Book