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Estate and Trust Services

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Planning your estate is simple and straightforward with AGFinancial. 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.

Estate & Trust Services

Estate Planning

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.
Will Planning Packet
Download the free will planning packet.
Explore videos illustrating the importance of a will.

Questions about Wills? View our FAQs

Trustee Services

AGFinancial 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.

Tools

See all of our planned giving tools at a glance by downloading the free planned giving guide

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Donor Stories

Learn how others have made an impact through their acts of giving.

Learn How

Create your Plan

Did you know we have a wide array of products and services to help you on your financial journey? Learn how we can help.

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