Individuals & Families
The TBF is committed to helping individuals make today’s plans for tomorrow’s impact.
There’s no better time to plan for tomorrow than today.
of Americans do not have a will or estate plan.
By The Numbers
What happens if you die without a will in Tennessee?
Intestate Succession – In Tennessee, if you don’t have a will, your assets are inherited by extended family members.
If no such family exists, your assets go to the state government.
of Americans do not have a will or estate plan.
of parents do not have a will or trust.
fewer people have a will this year than last.
of people die with no will or unique estate plan in place.
Services For Individuals
Tools that can help Tennessee Baptists to plan for the future.
We help individuals establish last wills and testaments, charitable trusts, powers of attorney and advance care plans.
Through planned giving guidance, we help Tennessee Baptist Church members plan how they will leave a legacy through their faith.
Through a trust, the Grantor transfers ownership of assets to a Trustee who will manage the assets for the benefit of the Beneficiary.
We provide helpful reading materials, easy-to-use worksheets, and practical financial calculators that help guide you through estate planning.
Estate planning probably wasn’t on your to-do list this week.
But we make it simple to get started.
An Estate Plan encompasses three main categories of documents: Last Will and Testament, Powers of Attorney, and Advanced Care Directives (Living Will). We can help you create an Estate Plan in 3 steps.
Schedule a brief meeting with us
Fill out a few documents
Gain confidence because you have a plan
Biblical Stewardship
How the TBF Helps
A legal document that declares how property will be managed and distributed after a person’s death.
It is essential for people to draft a Will to ensure that their assets are handled in a proper fashion. The Foundation can assist you in putting together a Faith0Based Estate Plan provided that a position of your estate benefits a Baptist cause.
Just complete the Estate Planning Worksheet and submit this to the Foundation. We will contact you and help you in preparation of your Last Will and Testament. Download the form here.
A legal document that names the person or entity who will manage your property or make healthcare decisions on your behalf.
A Durable General Power of Attorney is a document that protects your interests in the event you become incapacitated or unable to make decisions. Everyone needs two of these Powers of Attorney, one for Financial matters and one for Healthcare matters.
The Foundation can assist you in getting these documents prepared. Just complete the Estate Planning Worksheet and submit this to us. Down the form here.
Functions as a Living Will for people that allows you to express your desires on important end-of-life decisions.
This document is used when a person has been diagnosed with a terminal illness and allows the individual to express their desires regarding important decision for end of life issues when they are unable to speak for themselves. This documents allows your family and medical professionals know how you would like to be treated at the end of life. It also allows a person to select a Health Care Agent to be their Health Care Power of Attorney.
All one has to do is fill out the Advanced Care Plan form and print. It needs to be either witnessed by two individuals or notarized to be valid. Make sure that your family and your physician have a copy of this form. Download the form here.
A legal document that provides for the management of your property for the benefit of a person or entity.
A trust is a legal agreement involving three parties:
Grantor: Also known as the Trustor or Settlor, this person creates the trust agreement.
Trustee – The person or entity (like the Foundation) responsible for managing the property the Grantor decides to place in the trust.
Beneficiary – The person or entity who is to receive the benefits of the trust
Through a trust, the Grantor transfers ownership of assets to a Trustee who will manage the assets for the benefit of the Beneficiary.
The Foundation frequently utilizes Charitable Remainder Trusts and Revocable Trusts to meet its clients’ income and charitable goals.
