Protect the People You Love

Estate planning is not simply about preparing for death. It is about giving your family clarity, direction, and peace of mind.

Peace has partnered with SFC Estate Coaching to provide estate planning services at no charge to members of Peace Lutheran Church. SFC Estate Coaching assists families through an organized, confidential, educational process—helping you clarify your wishes, prepare for an attorney, and understand potential charitable options and opportunities.

The services of SFC Estate Coaching are:

  • Complimentary – Works with financial advisors, not in place of them.              
  • Confidential – All information is kept discreetly between the family and the SFC Estate Coach.
  • Educational – Families will be competent and educated when finished.
  • “Attorney Ready” – SFC Estate Coaches will communicate w/an attorney your desires to make sure your will/trust is completed to your satisfaction.
  • Free to members of Peace Lutheran Church. The only cost (discounts are available) is between the attorney and family.

Watch these short videos about the value of this important service:

1 Min Video about importance of an Estate Plan 

1 Min Video about the Importance of having an Estate Plan that includes Guardians and Trustees for your minor children.

What to Expect

Steps in the process:

Data Gathering – Disclosure

The first appointment will be to gather all the necessary information to create the Personal Plan. We will gather Family Information, Professional Advisors Information, Providing for Children, Power of Attorneys, Gift Planning Information and Financial Information.

After receiving this information our team will produce a plan based on what was discovered during the first appointment.

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Presentation – Consider/Envision

Each Donor will receive a Personalized Plan for their family. During the Presentation all material will be reviewed to assure accuracy. Options for Charitable Giving will be considered. Many times, these options will allow Donor’s to be charitable in ways they had never envisioned. It will be at the Donors discretion to determine any charitable gifts within their will or estate plan. After the presentation contact with Attorney will be encouraged to complete the necessary documents.

Decisions

Some estate plans will show examples of charitable vehicles that are not in the mainstream for typical families. The result is that is usually takes between a couple of days to two weeks for families to make a decision as to whether to use this charitable vehicle or not.

Attorney – Appointment One

The individual or family will meet with their attorney who will review/clarify what the family would like to accomplish within their estate plan. After the meeting is complete, the attorney will create a draft of the necessary documents to complete the plan and send to the family. The family will review to make sure this is what they want to accomplish with their estate plan and either revise the documents or send them back for the final state.

Data Gathering – Disclosure

The individual or family will return to the attorney to sign and the necessary documents and the process will be considered complete.

Appointments

In-person appointments are available at Peace Lutheran Church on the following dates (until reserved):

  • Wednesday, October 21 (4:00 pm – 7:00 pm)
  • Monday, November 2 (10:00 am – 1:00 pm)
Make an In-person Appointment


Make a Zoom Appointment