HOW WE WORK
Create a Parish “Action Plan”
Parish marketing efforts 4-6 weeks before event
Estate Planning Event for parishioners
Post-event follow-up
Meetings are scheduled for those wanting an estate plan
Stay in touch with anyone who does not do a plan
Event recap reporting to Parish leaders
Prepare for next event, ongoing create parish content, parish training
OUR SERVICES
Legatum Planning Services uses licensed document preparers to prepare documents for our clients. Document Preparers have identical training as paralegals and perform similar functions.
All estate planning documents prepared are valid and legal in all 50 states and the District of Columbia.
OUR GOAL
Is to educate your parishioners and motivate them to ultimately create an estate plan for their family and in doing so, leave a gift to your parish and the other ministries that are important to them
By educating parishioners about the importance of estate planning they are better able to make estate planning decisions as well educate and encourage their family and friends to also create their own estate plans.
Education is the key to a parishioner’s motivation to make a gift to your parish.