Wills and Beneficiary Designation Clinics

Hosting a Wills and Beneficiary Designation Clinic at your church is an excellent way to assist your members in preparing their will and other healthcare and estate planning documents. The Wills and Beneficiary Designation Clinic also reviews the ways that your members may leave a legacy gift to your church.

If you would like assistance, the GUMF is available to make a presentation to your church members. We will gladly work with estate attorneys from your congregation on Wills and Beneficiary Designation Clinics. Please contact us at 770-449-6726, 877-220-5664 or info@gumf.org to arrange a day that is convenient.

Below are the documents for the participants as well as the process that you might use to promote the Wills and Beneficiary Designation Clinic.

Documents to be given to Wills and Beneficary Designation Clinic Participants

Planning your Legacy - A Guide to Planning Your Will and Trust  

Personal Estate Planning Organizer   EXCEL

Georgia Advance Directive for Health Care   DOC

Documents to Help Promote the Wills and Beneficiary Designation Clinic

Easy Step-by-Step Plan for Conducting a Wills and Beneficiary Designation Clinic  DOC

A - Newsletter Article  DOC

B - Brochure - The Future is What you Make of it 

C - Planning Your Legacy  - A Guide To Planning Your Will and Trust

D - Article for Newsletter and/or bulletin insert  DOC

E - Wills Survey   DOC

F - Presentation Notes for the First Wills Sunday  DOC

G - Will Survey Article  DOC

H - Presentation Notes for Second Wills Sunday  DOC

I - Newsletter Article for the Week after Second Wills Sunday  DOC

J - Letter/Email  DOC

Personal Estate Planning Organizer  EXCEL

Georgia Advance Directive for Health Care  DOC