Plan Your Legacy with Confidence

Shape the Future That Reflects Your Values

Download our comprehensive guide to effectively plan your legacy. This booklet will assist you in organizing your thoughts, resources, and objectives before consulting with your attorney to establish a will or trust.

Download the Guide

Comprehensive Planning

Understand the essential steps to prepare your legacy plan with clarity and foresight.

Resource Management

Identify and organize your assets to ensure they are distributed according to your wishes.

Goal Setting

Define your legacy goals to leave a meaningful impact on your loved ones and community.

Start Planning

Why Legacy Planning Matters

Planning your legacy is a crucial step in ensuring that your values and wishes are honored long after you’re gone. By taking the time to outline your intentions, you provide clarity and peace of mind to your loved ones, helping to prevent potential conflicts and confusion. A well-structured legacy plan can also offer financial benefits, such as tax advantages, and ensure that your assets are distributed in a way that aligns with your personal and philanthropic goals. At the Foundation, we believe in empowering individuals to invest in lasting good, securing a future that reflects their deepest values and commitments.

Our mission at OMF is to support individuals and families in creating a legacy that not only provides for their loved ones but also contributes to the greater good. By partnering with Methodist and Wesleyan churches and ministries, we offer guidance and resources to help you navigate the complexities of estate planning. Our goal is to help you leave a lasting impact that resonates with your faith and values, ensuring that your legacy supports the causes you care about most.

the Guide's Key Features

Your story, Your Context

Gain insights into the importance of context in legacy planning, helping you make informed decisions about your estate.

Resource Inventory

Learn how to effectively catalog your assets and liabilities to create a comprehensive overview of your estate.

Defined Goals

Discover strategies for clearly defining your legacy goals, ensuring they align with your personal and philanthropic aspirations.

Actionable Steps

Follow a step-by-step guide to implement your legacy plan, from initial considerations to finalizing legal documents.

Start Your Legacy Planning Today

Join countless others who have taken control of their future with our free PDF guide. Whether you’re just starting or refining your plans, this booklet is an essential tool in your estate planning journey. Download it today and take the first step towards investing in lasting good.

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