Estate and Distribution Planning

Order the 8th Edition
The 8th Edition of Life and Death Planning for Retirement Benefits is shipping.

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!

The new 2019 8th edition of Life and Death Planning for Retirement Benefits is printed!
Click here to ORDER the book.

September 2016: There is a new 3rd update to the print edition of Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011). Get your free update.

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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.