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Legacy Giving Planning Resources

Planning for Peace of Mind: Getting Started with Four Important Planning Steps

Current times are a reminder to us all that life is unpredictable, and it makes sense to be prepared. This planning document helps you review four core documents protecting you, your family, and your peace of mind. Planning gives you control and affords you the opportunity to provide for loved ones, for your community and for the causes you value. It’s a good idea to revisit your plan after certain key life events, including changes in health, finances, or family status.

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Getting Organized and Taking Action

For many of us, the task of creating or updating our estate plan is one of those “to-do’s” we repeatedly move to the bottom of the list. This planning workbook will help you locate and organize all the important documents you need in order to create or update your estate plan. Use the workbook pages to map out your personal and financial goals giving you peace of mind and assuring that your wishes and legacy are honored. Take this information to your meetings with your estate planning attorney to make the planning process easier and keep costs to a minimum.

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