Estate & Legacy Planning Coordination
Estate planning helps you care for the people and purposes that will remain after your death. We help you clarify your intentions and coordinate the financial details with your attorney and tax professional.
It is easy to put this work off. The subject is difficult, the documents can be confusing, and the decisions often involve people we love. An incomplete plan can leave family members trying to make important choices without clear direction.
Christian faith gives us reason to face death with hope. Our families still need thoughtful decisions and completed documents.
What do you want your estate to accomplish?
An estate plan determines who receives your assets and who will make decisions if you cannot. Legacy also includes the responsibilities those assets create and the example you leave behind.
The conversation usually covers:
The needs of your spouse and family
The readiness of beneficiaries to manage what they may receive
Whether an inheritance should pass immediately or over time
The choice of executor, trustee, guardian, and agent
Charitable intentions that should continue after your death
Beneficiary designations and account titles
Information you want to share with your family while you are able to do so
There is no single inheritance formula for every Christian family. The right structure depends on your family, the needs and maturity of your beneficiaries, the assets involved, and what you hope those resources will accomplish.
Coordinating the plan
Christian Planning does not draft wills or trusts and does not provide legal advice. Your attorney prepares the legal documents. We help organize the financial information and keep the different parts of the plan connected.
Our work may include:
Organizing assets, ownership, and beneficiary information
Clarifying family and charitable priorities
Reviewing account titles and beneficiary designations
Estimating income and liquidity needs
Considering the role of insurance and retirement accounts
Preparing financial information for your attorney
Following up on beneficiary changes and other action items
Reviewing the plan after major family, financial, or legal changes
Completed documents are important. Family preparation also happens through conversation and example. Heirs may benefit from understanding where the resources came from, which responsibilities accompany them, and what you hope they will use them for.
Take the first step
You do not need to settle every estate decision before beginning. We can help you organize what you have, identify what still needs attention, and prepare for a productive conversation with your attorney.