A Christian guide to Planning Your Will & Trust

Wills & Estate Planning.

“The great use of a life is to spend it for something that outlasts it.” — William James

Host a seminar at your church!

We’ll walk your members through the basics of estate planning, answer questions, and provide resources to help them plan wisely at every stage of life. Give your congregation the gift of preparation and peace of mind.

Fill out the form below and Rev. Lynn Benson will be in touch to set a date. Prefer email? Write to [email protected].

Request a Seminar

Do you have your estate plans in place?

Most people spend decades building and protecting their assets, yet give little time to planning how those assets will one day be distributed. As Christians, we understand that careful planning is an act of faithful stewardship. It provides for family, honors God, and leaves a legacy of care. A few simple legal documents can spare your loved ones from confusion, legal battles, and unnecessary pain..

What every adult needs.

Directs how your property is distributed, names the person who will settle your estate, and nominates a guardian for minor children.

Lets someone you choose pay bills and manage your finances if illness or injury leaves you unable to.

Records your wishes for medical care, including end-of-life care, in case you can’t speak for yourself.

Names a person you trust to work with your doctors and make medical decisions if you can’t.

Without a valid will, state law, not you, decides who inherits your property.

Four steps to a “Sleep Well” plan.

Gather information about your family, assets, wishes, and estate-planning goals.

A UMF facilitator walks through the concepts, answers general questions, and helps you see where to look further.

Use your completed workbook to organize your thoughts and write down your questions.

Your attorney advises you on your situation, prepares your legal documents, and helps you finalize your plan.

Workbooks are provided free to everyone who attends a UMF seminar.

The Wills & Estate Planning Workbook

Our 48-page workbook walks you through your personal and family information; choosing an executor, a guardian, and powers of attorney; and listing your assets and debts. It includes sample estate plans for single and married individuals, answers to common questions, a notes page for your attorney, and sample language for a gift to your church. Flip through it below.

This page and the workbook are educational resources. UMF does not provide legal, tax, or accounting advice. Please consult your own attorney.

Wills & Estate Planning Seminar

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