University of Houston-Victoria

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Personal Estate Planning Kit

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: 

Lesson Book Personal estate planning course

Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.

personal estate planning course Record Book

After completing the lesson book, you'll be ready to take inventory of your assets. 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 Jesse D. Pisors at 361.570.4829.