Step 8: The Legacy Plan

What is the Legacy Plan?

The Legacy Plan is where you decide what happens to everything you've built. "A good person leaves an inheritance for their children's children" (Proverbs 13:22). You'll put core legal documents in place, a Will, Power of Attorney, and Advance Care Directive, and explore charitable structures like gifts in wills and donor-advised funds.

Why does this step matter?

A legacy is more than money. Without a plan, your wealth, and your values, are left to chance. This step includes writing an ethical will or legacy letter, passing on your faith, not just your assets, and unifies your Giving Plan (Step 7) and Estate Plan into one strategy.

How does it help you build wealth?

It makes sure everything built through Steps 1 to 7, your stewardship, income, investments, and generosity, becomes something the next generation can build on, not just inherit.

Who this step is for:

• Anyone without a current Will or Power of Attorney in place
• Families wanting to pass on values, not just assets
• Christians interested in charitable giving through their estate
• Anyone who wants to leave something the next generation can build on

What you'll walk away with:

• The core legal documents every Christian estate needs
• A written legacy letter passing on your faith and values
• A unified giving and estate strategy
• A legacy that becomes a foundation, not just an inheritance