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Preparation that honors God and protects your family

Faith-centered education and guidance shaped around your values, your family and the Kingdom causes you care about.

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Resources

Tools and guidance to prepare your legacy with confidence

Free, practical resources to help you understand estate planning and organize what matters, at your own pace.

Readiness assessment Estate estimator Legacy checklist Glossary FAQ Community Forum
Planning tools
First page of the Christian Legacy Planning™ Dashboard: a checklist of 15 planning categories

Start your legacy planning journey today. Download the Christian Legacy Planning™ Dashboard.

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See where you stand in minutes

Free, private tools to see how ready your plan is and what your giving could look like. Nothing you enter leaves your browser.

Legacy readiness assessment

How prepared is your family?

Answer 12 quick questions for a personalized readiness score.

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1. Do you have a current, signed will (or trust)?
2. Have you named someone to make medical decisions if you cannot?
3. Have you named a financial power of attorney?
4. Have you reviewed beneficiaries on insurance and retirement accounts in the last 3 years?
5. Would your family know where to find your important documents and passwords?
6. Have you written down your funeral, burial and worship-service wishes?
7. Have you talked with your loved ones about your plans and values?
8. Does your plan include any legacy gift to your church or a ministry you love?
9. I understand the major components of legacy planning.
10. An appropriate trusted person knows where to begin if I cannot manage my affairs.
11. I know which planning issues I should discuss with qualified professionals.
12. I feel confident about the next steps I need to take.
Estate & giving estimator

Picture your legacy

Estimate your estate and see how a planned gift could support your church or the ministries you love.

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For illustration only. This is not legal, tax or financial advice, and it does not include estate taxes, fees or the laws of your jurisdiction.

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Interactive tool

The Legacy Checklist

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Essential documents

Accounts & beneficiaries

Property & possessions

Digital life

Faith & family legacy

Guides

Estate planning essentials

All insights
Biblical Stewardship

Stewardship beyond giving: managing faithfully what remains

Many believers are taught how to give, but not how to wisely manage and pass on what remains. Here is a framework for faithful stewardship across a lifetime.

6 min read
Final Wishes

When families don’t know: lessons from a hospital waiting room

Grace’s family discovered, in the hardest moment, that they did not know her mother’s final wishes. What every family can learn from that experience.

5 min read
Estate Planning Basics

Will or living trust? A plain-language comparison

Both are tools to transfer what you own. Understanding the differences helps you have a more productive meeting with your attorney.

8 min read
Organize What Matters

Building your Legacy Binder: what to include

A single, secure place for the information your family will need. Here is the checklist we use with every client.

7 min read
Kingdom Giving

Leaving a legacy gift to your church or ministry

A legacy gift can extend your generosity for generations. Simple ways to include the Kingdom in your plan.

5 min read
International Families

Planning when your family spans more than one country

Property in Jamaica, children in Toronto, retirement in Texas? Cross-border families face extra questions. Here is where to begin.

6 min read
Scripture on stewardship

Grounded in the Word

“A good man leaveth an inheritance to his children’s children.”Proverbs 13:22 (KJV)

“Moreover it is required in stewards, that a man be found faithful.”1 Corinthians 4:2 (KJV)

“For which of you, intending to build a tower, sitteth not down first, and counteth the cost?”Luke 14:28 (KJV)

“The thoughts of the diligent tend only to plenteousness.”Proverbs 21:5 (KJV)

“As every man hath received the gift, even so minister the same one to another, as good stewards of the manifold grace of God.”1 Peter 4:10 (KJV)

“One generation shall praise thy works to another, and shall declare thy mighty acts.”Psalm 145:4 (KJV)

Glossary

Estate planning terms, in plain language

Beneficiary
A person or organization named to receive assets from a will, trust, insurance policy or account.
Executor / Personal representative
The person named in a will to settle the estate, pay debts and distribute assets.
Probate
The court-supervised process of validating a will and settling an estate.
Revocable living trust
A trust you control during life that can hold assets and pass them to beneficiaries, often outside probate.
Trustee
The person or institution responsible for managing assets held in a trust.
Power of attorney
A document authorizing someone to act on your behalf for financial or legal matters.
Advance directive
Written instructions about the medical care you want if you cannot speak for yourself.
Healthcare proxy
The person you appoint to make medical decisions if you are unable to.
Intestate
Dying without a valid will; state or national law then decides who inherits.
Ethical will
A non-legal letter passing on values, faith, life lessons and blessings to future generations.
Donor-advised fund
A charitable giving account that lets you contribute now and recommend grants over time.
Payable-on-death (POD)
A designation allowing a bank account to pass directly to a named person at death.
FAQ

Questions families ask us

Don’t see yours? We’re glad to talk it through, and there’s no cost to ask.

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Is Christian Legacy Planning a law firm?
No. Christian Legacy Planning™ is a faith-centered educational ministry. We teach, organize and prepare you, and we encourage you to work with a licensed attorney in your jurisdiction to draft and execute legal documents.
Do I need to be wealthy to need a legacy plan?
Not at all. Everyone who has loved ones, a home, a bank account, a car, a retirement account or simply wishes about their care has something to plan. Small estates often benefit most from simple preparation.
What does “Christian” legacy planning mean?
It means approaching preparation as an act of stewardship, faith and love — considering your spiritual heritage, generosity and family relationships alongside your financial and legal decisions.
Do you work with families outside the United States?
Yes. We serve families across the United States, the Caribbean, the United Kingdom, Canada, the Americas and beyond, with virtual consultations and online workshops.
How do consultations work?
Consultations are held by video or phone. After booking online you will receive a short intake questionnaire so we can make the most of our time together.
Can you speak at our church or conference?
Yes. Grace speaks to congregations, ministry leaders, and community groups. Use the contact form and select “Church or ministry partnership.”
Is my information kept confidential?
Yes. We never ask you to send account numbers or passwords by email or web form, and we treat everything you share with care and discretion.