Faith-centered education and guidance shaped around your values, your family and the Kingdom causes you care about.
View all servicesFrom your first conversation to your family meeting, we walk alongside you with education, tools and encouragement.
Ten service areas that bring together preparation, organization and intentional generosity, rooted in biblical stewardship.
A guided, one-on-one session to clarify your values, map your household, and build a prioritized plan for what to prepare first.
Plain-language teaching on wills, living trusts, beneficiary designations and probate so you arrive at your attorney prepared and confident.
Document the decisions families struggle with most — medical care, powers of attorney, funeral and worship-service preferences.
Build a secure “Legacy Binder” of accounts, policies, passwords, contacts and instructions your loved ones can actually find.
Align your generosity with your faith through legacy gifts to your church, ministries and causes — during life and beyond.
Education from a licensed insurance agent on life insurance, final-expense coverage and income protection for those who depend on you.
Drawing on two decades serving small businesses, we help owners think through succession, records and tax readiness.
Guidance for families with property, relatives or roots across the U.S., the Caribbean, the U.K., Canada and the Americas.
Pass on more than possessions: write ethical wills, blessings and faith stories that your children and grandchildren will treasure.
Seminars and multi-week series for congregations, small groups, and ministry leaders on biblical stewardship and legacy preparation.
You always know what happens next, and why it matters to the people you love.
A consultation to understand your family, values, concerns and goals.
Plain-language teaching on the documents and decisions that apply to you.
Build your Legacy Binder and gather what your loved ones will need.
Arrive prepared at your attorney, tax adviser or financial professional.
Share your plan, and the heart behind it, with your family.
Christian Legacy Planning™ is an educational ministry. We help you understand your options and organize your affairs, then encourage you to work with a licensed attorney, CPA or financial professional in your jurisdiction to draft and execute legal documents.
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