Seminar: The Estate Planning Seminar is a 1.5 hour education session where you will: (1) learn why having an estate plan is important, (2) be given a tool you will complete to determine how you want to set up your estate plan (the “Confidential Estate Planning Guide”), and (3) have the opportunity to schedule a follow-up appointment with a consultant from our ministry partner, Financial Planning Ministry, for preparation or update of your estate plan, at no cost to you. You do not need to bring anything specific with you to the seminar.
Follow-up Appointment: Three to four weeks after each estate planning seminar, Financial Planning Ministry will offer a virtual one-on-one appointment or you can meet over the phone with one of their estate consultants. This is an opportunity to discuss the estate plan intentions you’ve recorded in your Confidential Estate Planning Guide and determine if moving forward with an estate plan from Financial Planning Ministry is the right next step for your family, or if you should work with your own attorney or create your own estate planning documents.
Receive Personalized Estate Planning Documents: After completing your follow-up appointment and submitting your Confidential Estate Planning Guide and necessary documents, Financial Planning Ministry will work with their staff team to create your personalized estate planning documents. This process typically takes a couple of months from the time you submit all of your completed paperwork. Financial Planning Ministry will then send back a set of estate planning documents ready for you to sign and have notarized.
Revise at Any Time: We understand that things in your life change. Whether you move, your family expands or contracts, or your intentions change, you might want to modify your estate plan. It’s typically a good idea to review your estate plan every five to ten years to ensure it stays in line with your intentions. To modify your estate plan, you can reach out to Financial Planning Ministry at any time and they would be glad to modify your estate plan at no cost to you.