Estate planning doesn’t have to feel overwhelming. With the right guidance, it becomes an act of stewardship—caring for your family and aligning your resources with your values.

Whether you’re building your plan for the first time or updating documents you created years ago, our Estate Planning Checklist gives you a clear, simple path forward. It breaks the process into manageable steps so you can reduce stress, avoid confusion, and make decisions that truly reflect your priorities.

Complete the short form below to download your checklist and begin creating a plan that serves your family and your Kingdom impact.

What’s Inside the Checklist

This guide walks you through the essential components of an estate plan, helping you approach the process with clarity and confidence. Inside, you’ll find:

• Core Legal Documents
  • Plain‑language explanations of wills, powers of attorney, and living wills—what they are, why they matter, and how each one protects your loved ones.
• Understanding Trusts
  • A simple overview of living and irrevocable trusts, including when they can help you avoid probate, maintain privacy, and create clarity around how your assets are managed.
• Organized Asset & Liability Inventory
  • A practical way to document your accounts, property, valuables, insurance, and debts so your family—and your advisory team—know exactly where things stand.
• Beneficiary Review Prompts
  • Guidance to help ensure your retirement accounts and insurance policies reflect your current intentions, not outdated information.
• Insurance & Retirement Checkpoints
  • Key considerations to review regularly so your financial structure stays aligned with your goals.
• Charitable Giving & Business Planning
  • Ideas for weaving generosity, ministry support, or business succession into your long‑term plan.