Natalie B. Choate is America’s leading author and speaker on estate and distribution planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource 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.

The Book

Learn more about Life and Death Planning for Retirement Benefits.

You can order the print edition of Life and Death Planning for Retirement Benefits from this website 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.