Estate Planning Guide

Did you know just 4 out of 10 people have a will or a trust? Don't leave your legacy to chance. By having an estate plan, you can reduce the tax burden for your heirs, make things easier for your loved ones and ensure your wishes are being carried out.

What is Estate Planning?

Your estate is everything you own - your home, car, personal belongings, stocks, bank accounts, etc. Estate planning is making an advanced plan for what you want to happen to those assets after your passing. Most estate plans are set up by an attorney with input from your financial advisors.

Some common estate planning tasks are writing a will, setting up a trust to limit estate taxes, making legacy gifts to support your favorite charities like St. Paul's, naming beneficiaries for specific assets and choosing an executor for your estate plan.

How to Get Started

For your convenience, St. Paul's offers a complimentary guide to help you get started with your estate plan. You can use this workbook to gather and organize the essential information you will need to complete your estate planning.

Please note, this workbook is not a legal document. It is simply a tool to organize the information you will need to share with your attorney and financial advisors, who are completing your estate planning.

  • Estate Planning Workbook
    Click the link to open the workbook. This is a fillable PDF. Once the workbook opens in your browser, click the Download button to save on your computer. Then you will be able to save your progress as you complete the workbook. Or if you prefer, simply print the workbook and fill in by hand.

Charitable Gift Planning

If you need help setting up a charitable gift as part of your estate plan, please contact Dawn Hartman, Director of Planned & Major Giving at 724-588-9613 ext. 1214.