TRUST SERVICES / PLANNED GIVING

REGISTER HERE


Schedule a 20-min appointment to meet with our Conference Estate Planning Representative to answer your questions and determine whether you might benefit from working with us.

Note: Two representatives will be present to meet for each time slot.

MORE INFORMATION ON TRUST SERVICES HERE


We look forward to meeting with you!


REGISTER HERE


 

 

 

 

 

 

 

 

José Jerez

Planned Giving Director

 

 

 

 

 

 

Bob Moore

Stewardship Director &
Planned Giving Representative

 

The ministry of Planned Giving and Trust Services was organized to assist anyone with achieving their stewardship, estate planning objectives and have a specific desire to benefit God’s work in the WA Conference in a meaningful way. Our goal is to provide information you need to make informed decisions and help you orchestrate a plan that fits within your ability to give and provide for your family. This includes the preparation of a Will and/or Family Living Trust, and ancillary documents such as Durable Power of Attorney, Durable Power of Attorney for Health Care, a Living Will or Health Care Directive and Community Property Agreement.