We’re told that 55% – 60% of Americans do not have a current will.  Wow! The ramifications of this on children, surviving spouses, on taxes and fees are staggering.  I think there are many reasons for this: fear and avoidance of dying, procrastination, confusion about the estate planning process, the cost of creating a will, and more.

Here at NorthPointe, we want to provide some user-friendly estate planning information. This will enable you to protect your family and be a wise steward of the treasure that God has entrusted to you, perhaps planning for its continuing investment in God’s Kingdom for generations to come.

So, grab a cup of coffee, kick back and browse around.  If you want to get down to business quickly, just click on the Estate Plan Organizer on any page and walk through the step-by-step tutorial/data gathering process.  After you’re finished, you can print it out at home or request contact for assistance.  As you would expect, all of the information you log in is confidential.  The Estate Plan Organizer does not ask for social security numbers or bank account numbers.  No one will see your entries unless you submit them at the end of the tutorial and request follow-up assistance. In that case, one of our friends at the California Baptist Foundation will be in touch to assist you in any way they can.

Estate Plan Organizer