How do I Review My Estate Plan?
Your estate is a sacred trust. It has been accumulated as a result of your labors and God’s blessings. As a part of your total life of stewardship, you desire to do a thorough job in planning. Co:Mission Foundation can help.
STEP 1: The first step in a Christian estate plan is to set the goals and objectives you wish to accomplish. Since estate planning is an act of stewardship, you may choose
the first priority to be finding God’s plan of stewardship for your estate distribution. Your distribution strategy will be unique to your life circumstance.
The second priority is to understand that “people are more important than dollars.” While we are living, we desire to do everything possible to help our loved ones. Your estate plan should reflect this desire as you choose to benefit individuals and organizations with your property.
STEP 2: Become Familiar with the Estate Planning tools available
You don’t have to become an expert, just familiar enough with concepts and tools to take action. Co:Mission Foundation can help you understand your options and give you comfort to move forward with plans recommended by your legal counsel.
STEP 3: Gather the necessary data for your Estate Design process.
An estate plan will only be as valid as the information provided to those who design and draft it. Co:Mission Foundation has a practical tool to assist you in gathering the necessary data. When this data is gathered, it is time to complete step four of the estate planning process
STEP 4: Seek competent counsel for drafting legal instruments
It is now time to seek professional counsel to help you establish that plan.
We have prepared a comprehensive Guide to Planning Your Estate, along with a Confidential Inventory Form that will assist you in gathering all the information you need.
Send us your name and email address, and we will be happy to get these resources to you. firstname.lastname@example.org