When our Pastor shared about his great planning experience working with the Baptist Foundation of Alabama, we knew this was something we needed to do since we didn’t have any estate plans in place. We had such a pleasant experience! Their team of Legacy Planning Coaches were efficient and thorough. They were sensitive to our desires to help us craft something that represented us. They also helped us understand things like taxes and ways to keep our will current. We also enjoyed the aspect of including charitable gifts in our estate - that was something that we hadn’t thought about. We would encourage anyone to utilize this service. Everyone needs a plan, and the Baptist Foundation of Alabama can help you create one that you will be truly satisfied with.

When we learned about the services provided to us through the Baptist Foundation of Alabama, we decided to learn more about our options regarding planning our estate. We had wills in place, but they were aged and not exactly what we wanted. We had a great experience working with the Legacy Planning Coaches. This is such an outstanding opportunity, and we loved getting to learn more about the different options available to us. We hadn’t previously looked at tax advantages or how to gift to the Lord’s work. We would highly encourage others to speak with the Baptist Foundation’s team of experts. We have recommended this service to our friends because we saw the value in it. It’s such a helpful and informational service that all should utilize.

When our church presented the opportunity to have our wills and estate plan reviewed by a Christian Planning coach, we decided to sign up since our wills were outdated. We had an excellent experience! The Legacy Planning Coaches that we worked with were professional, cordial, and intelligent. We truly enjoyed the process. They helped us see how we could leave more to our family AND church family. The process gave us a good picture of where we stood financially, and really helped us plan for the future. They helped us cover things in our plans that we hadn’t previously covered, and helped us tackle gaps we didn’t know were there. We would highly recommend this service to others. It is painless and a true blessing.