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Estate planning is an important part of stewardship. It provides an opportunity for you to make thoughtful decisions about how your assets will be disbursed at your death, who will administer your estate, who will take care of your minor children or disabled family members and gives you an opportunity to benefit your church.  To make decisions and have documents already in place before they are needed is a method to make your wishes known.

Do not assume that the state’s distribution for an individual who dies without a formal Will is the plan that you might need. There are many things to consider.

We welcome the opportunity to help you prepare a Family Information Form. Our confidential interview is the initial step prior to the attorney interview in the document preparation process.

Trust Services personnel have received specific education and are certified by the North American Division Planned Giving and Trust Services Certification and Accreditation Committee. We are required to complete yearly continuing education courses to maintain our certification. The department office practices and records are regularly audited by the Columbia Union General Conference Auditing Service.

Why Create an Estate Plan?

It provides an opportunity to make thoughtful decisions about how your assets will be disbursed at your death, who will administer your estate, who will take care of your children or disabled family members and gives you an opportunity to benefit your church. All adults should consider having an estate plan.

Where to Start?

Download the Family Information Organizer from our website. This document collects the needed information and helps you think through all the pieces that make the estate plan. We are available to help work through these questions, although it is helpful to gather as much information beforehand.

Camp Meeting Appointments

Coming to Camp Meeting? This is a great opportunity to bring your Family Information Organizer and meet with Jerry or Tom. We are available to answer questions and work through each family situation. If you can’t come to Camp Meeting, you can call and setup an appointment at the conference or in your home. Call 410-995-1910 or email us at pgts@ccosda.org.

Get Started

Family Information Organizer

Additional Links:

Planned Giving & Trust Services Website

Planned Giving Resources

Chesapeake Advance Plan (CAP)

Maryland Disclosure

West Virginia Disclosure

CURF Loan Policies & Procedures
(You may complete the Family Information Organizer and e-mail it back to Trust Services to review before it is sent on to the attorney.  West Virginia residents must sign the West Virginia Disclosure form.)

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