“Honoring Legacies of Faith, One Life at a Time”


Our Vision and Mission:

As of July 1, 2021, as an autonomous self-supported entity in accordance with industry best practice, our continued vision and mission is to champion for, and serve as a guide to, estate and legacy plans that expressly articulate God’s faithfulness in a life – and through their strategic charitable design foster faith and obedience from those who would follow God in their lifetime!

Our Distinctives:

  • Professionally arrived at solutions, drawing upon more than 100 years of experience at making the most of what can be used for legacy purposes, honoring what is in your heart for family and favored ministry benefit and perpetuation.
  • Creative strategies that transform any given family’s goals into a compelling reality – action plans that first serves them, and then enables others to achieve!
  • Comprehensive, trustworthy, and vigilant support of the highest integrity, that grants peace of mind and ongoing, lifelong assistance and support.


Exiting a lifetime of business ventures - entering a new life chapter through the utility of a strategic charitable trust.


In Fiscal Year 23/24

$1 million to be awarded to students in FY 23/24 (Fall, 2023)

$59 million  assets under our stewardship