YMCA of the Triangle

Planning Toolkit

Planning Toolkit

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 Lynn Moss at Lynn.Moss@ymcatriangle.org if you are having any issues or have any questions. We would be happy to help.

Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

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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.

View Guide

Contact Us

Our planned giving team would be happy to speak with you in confidence, with no obligation.

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