Estate Planning Resources
Resources to help you navigate end-of-life planning and manage your earthly investments towards eternal purposes.
Assessment: Recommended Starting Point | Key Document Inventory
GiftWise
We've made arrangements with GiftWise to provide online will preparation services for free to our church family.
Introduction
GiftWise Training (short version)
GiftWise Training (long version)
Life Institute
Stewardship from a Biblical World View
Priorities from a Biblical World View
Financial, Tax & Retirement Planning - Wealth Management from a Biblical World View
Estate Planning from a Biblical World View
Maturity Matters Estate Planning Seminar
Taking Care of Tomorrow Today
Advanced Care Planning
Taking Care of Tomorrow Today, Part 1
Taking Care of Tomorrow Today, Part 2
Taking Care of Tomorrow Today, Part 3
Taking Care of Tomorrow Today, Part 4
Taking Care of Tomorrow Today, Part 5
Documents
Conversational Topics
- Are We Prepared If We Are Hospitalized?
- Who Do We Trust with Our Finances?
- Have We Selected a Wise Attorney?
- How Can We Make a Personal Final Statement?
- Do We Have the Right Kind of Insurance?
- Does Our Legacy Demonstrate What Matters Most?
Sample Testimony
If you are a Christian and do not have your testimony in your will, the following has been prepared for you to use as an example. The scripture references are only suggestions, you may have others you would prefer using. The primary objective it to convey your desires to your heirs that you acknowledge God as the source and owner of all that you have and that you desire to pass your stewardship on to them.
Will Preparation
- Preparing Your Will - 15 Questions
- Estate Planning Questionnaire – (use for preparation when consulting an Attorney)
Funeral & Memorial Planning
One of the last things people consider planning for, if at all, are end of life decisions that will have to be made by loved ones after their passing. However, if asked, you would probably have some definite opinions on what you would like done. In addition, most people have no concept of the cost of memorial and burial arrangements and have not made provision in their estate planning. Considering all these things ahead of time is wise.
- Funeral/Memorial Planning Guide
- Grace Church of Mentor Funeral Planning Document
- Funeral Homes in Mentor Area
Attorney Resources
Disclaimer: This Resource Guide has been developed by Grace Church of Mentor for its members' ("user") convenience and assistance in arranging their personal estate planning affairs. Use of these materials is done so with the understanding that Grace Church of Mentor, the publisher, and any author(s) make absolutely no warranty or guarantee concerning the accuracy, reliability, completeness, availability, or timeliness of the contents of this resource. Users of these materials understand and agree that Grace Church of Mentor, the publisher, author(s), and their employees, agents, heirs, and assigns are not liable for any damages, claims, causes of action, or negative consequences that may result from reliance on any of the information contained herein. Given that each person's estate plan is unique and that a number of federal, state, and local laws and regulations govern and impact estate planning, the information in this resource is not to be substituted for competent legal advice from a licensed attorney or tax professional in your state and should not be construed as or relied upon as legal advice. Any materials presented are from the public domain, and any opinions or recommendations are not necessarily those of Grace Church of Mentor. Any references to professions, firms, or their resources do not constitute endorsement of that resource or the practices of that professional.