For Individuals

Estate Planning

One of the greatest gifts we can leave our loved ones is a thorough estate plan. A thorough plan includes these items:

  • Reviewing and updating life beneficiary forms, such as for insurance, investments, banking, and tax-deferred savings programs
  • Having an updated will and/or living trust
  • Having a prepared and signed financial power of attorney
  • Having an advanced health care directive and power of attorney for health care matters
  • Communicating that funeral pre-arrangements have been made
  • Ensuring your family/friends know where to find financial records, insurance policies, bank accounts, passwords, and safe deposit box
  • Making plans to create a lasting legacy through a named permanent fund at Christian Church Foundation to benefit the causes of the church and other charities most important to you

The documents below can help you create a thorough plan to leave your lasting legacy.

A Personal and Charitable Financial Record

This asset inventory allows you to keep all of your personal and charitable records in one place. This record can be a helpful inventory guide when meeting with your attorney or estate executor.

Pre-Funeral Service Arrangements

This document is designed for individual use to plan your funeral arrangements. Planning ahead of time can help relieve stress from family members as they are assured your wishes are being honored.