Offering a Wills 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, GUMF is available to make a presentation to your church members. We will gladly work with estate attorneys from your congregation on Wills Clinics. Please contact Nancy Young, GUMF Vice President of Development, at 678-708-6601 or firstname.lastname@example.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
GA Power of Attorney from the GA Dept of Human Services PDF
Link for Ethical Wills DOC
Ways to Give PDF
Qualified Charitable Distribution PDF
Possible Steps to Completing Your Estate Plan EXCEL
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