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Will and Trust Planning Guide


Many people are interested in particular areas of estate planning. By clicking below on your area(s) of interest, or on the full 28-page guide, you can view or print the portion specific to your needs. You will also find this easy-to-use guide helpful in preparing to meet with your attorney when you are ready to draft or update your estate plan.

Planning: The Why and What (Pages 1-2)
The Estate Design Process (Pages 3-6)
God's Plan of Stewardship for Your Estate (Pages 6-9)
Charitable Estate Plan Options (Pages 17-18)
Business Estate Plans Options (Pages 19-21)
Estate Tax Information (Pages 21-24)
Need for a Personal Inventory of your People, Property, Plans and Planners (Page 25) (See also - Preparation Inventory)
Offer to Provide an Estate Design Based on Your Inventory (Pages 25-28)
The full Will and Trust Planning Guide as one HTML page
CLICK HERE to download and install the Acrobat Reader, if needed.The above files are in Acrobat Reader (PDF) format.

For further information or answers to your questions, please feel free to call our Estate Planning Team toll free at 1-800-387-4040 . We can provide you with additional information on the variety of plans outlined and we can guide you, in consultation with your advisors as needed, to the best options for you. There is no obligation and the call is toll free, so call us today. You can send an email to: Giving@JESUSfilm.org .