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.

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Publications & Downloads

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

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.