Welcome

Natalie B. Choate is America’s leading author and speaker on estate and distribution planning for retirement benefits. Her books, Life and Death Planning for Retirement Benefits, and The QPRT Manual are leading resources for estate planning professionals.

What’s New!

If you are new to this site, or if it has been awhile since your last visit, take some time to look around. There have been many additions in the past month and a new, easy to use ordering system.add to cart

Publications & Downloads

Special Reports can be purchased and downloaded instantly. You can order The QPRT Manual online and download a copy in minutes.
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The Books

Learn more about Life and Death Planning for Retirement Benefits and The QPRT Manual.

You can order Life and Death Planning for Retirement Benefits online and have a printed copy delivered to you, or you can subscribe to an online, digital version, which you can visit, log in to, and use as a quick reference. Updates to the printed version are available online, at no cost.