Estate & Trust Services

Estate Planning

Planning your estate is simple and straightforward with AG Financial Solutions. Learn  more about will planning below. Then, if you prefer, we will be happy to act as trustee, so you can relax, knowing your estate is in good hands.

Will Questionnaire

A simple will ensures a distribution plan for your assets upon your death. This document is provided free of charge when you designate a 10% gift to the AG ministry of your choice. This is a form-only program that must be completed by you and requires review by your third-party attorney.

To begin, please call 866.621.1784 or download the free will planning packet below.

Explore videos illustrating the importance of a will.

Questions about Wills? View our FAQs »

Trustee Services

AG Financial Solutions has the ability to act as an independent third-party trustee for your irrevocable charitable trust. To learn more, explore our planned giving tools.

We are a faith-based third-party institution; able to carry out individuals’ wishes, while staying in line with their core beliefs.