This third in a series of six packages of instructional materials developed by the Pre-Retirement Rehearsal Project contains a student's pre-retirement booklet, specifically intended for adults with limited reading ability and a teacher's guide, which consider these topics: choosing a lawyer, estate planning, special situations of retirement, and important documents to file away. The student booklet contains informative materials, an activity determining one's estate value by listing assets and bills, a form for summarizing necessary records and their location, a quiz on the material covered, and a list of suggested readings. The teacher's guide suggests how to present instruction, providing three formats from which the teacher may choose. (The other five packages of materials, the final report of the project which developed the materials, and bibliography are available in ERIC. See Note.) (YLB)