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Estate Planning Guide

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.

We pray that this booklet offers a practical, clear, and workable process that leads to a plan you feel confident in—one that:

  • Demonstrates God-pleasing Christian stewardship
  • Provides for your loved ones and the ministries you care about after you’re called to heaven
  • Is completed in a timely and cost-effective manner

📘Using This Booklet
This guide walks you through the essential steps of preparing a Christian estate plan. It includes sections for gathering and organizing your information—helpful to both your family and your professional planners

Getting started:

⚠️ Please note:

  • You will need Adobe Reader to complete the form fields electronically. If you do not have it, you can download it for free here.
  • This workbook is intended for saving and printing only. For your privacy, do not e-mail the completed form, as your data could be intercepted.