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Estate Planning Guide

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A thoughtful resource to help you plan with confidence and Christian stewardship
We’ve created this estate planning guide especially for you as you carry out the privilege of managing all that our Lord has entrusted to you. Throughout your life, you’ve dedicated your time, talents, and treasures to Christ, your family, and others—through your congregation, synod, and WELS-affiliated ministries.

This guide provides practical, Christ-centered direction as you make decisions about the gifts God has placed in your care. Whether you’re beginning your estate plan or updating an existing one, our prayer is that this resource offers clarity, peace of mind, and a biblical perspective throughout the process.

What you’ll find in this guide
A clear, organized, and biblically grounded process designed to help you create a plan you feel confident in—one that:

  • Reflects God-pleasing Christian stewardship
  • Provides for your loved ones and the ministries you cherish after the Lord calls you home
  • Can be completed efficiently and cost-effectively

📘Using This Booklet
This booklet guides you step-by-step through preparing a Christian estate plan. It includes sections to gather and organize important information—helpful for both your family and the professional planners who assist you.

Getting started:

⚠️ Important notes:

  • To complete the digital form fields, you will need Adobe Reader. If you do not have it, it is available as a free download here.
  • This workbook is intended for saving and printing only. For your privacy and security, please do not e-mail the completed version of the form.