First Steps in Creating an Estate Plan

The first step is to remember that your possessions are gifts from God. As His steward, you should manage those blessings in a way that glorifies Him above all else. Here are some suggestions to help you get prepared for creating your plan:

  • Develop specific goals, such as
    • Providing for the financial needs of your children
    • Choosing guardians for your minor children
    • Teaching Christian stewardship principles to your family
    • Supporting your church or KML
    • Reducing the tax liability on your estate
    • Establishing a trust for your heirs
  • Create a preamble for your documents that reflects your faith and confidence in your eternal salvation
  • Organize your personal records
  • Review any current legal documents
  • Select people who might serve in various roles (personal representative, power of attorney, guardian, trustee, etc.)
  • Schedule a meeting with an estate planner who can help you through the process of creating a comprehensive plan

Once you have accomplished these steps, you will be ready to meet with the necessary professionals who can craft the necessary documents that match your goals.


To discuss a planned gift to KML, contact your KML Estate Plan and Deferred Gift Counselor, 
Paul Snamiska, at 262-677-4051 x1116 or

The information that is provided on this site is for educational purposes only. Consult your personal tax consultant, attorney, or financial planner for specifics that apply to your personal situation.