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Faithful Planning: Understanding Wills, Trusts, and Leaving a God-Honoring Legacy

By Octavia Categories: Legacy Building
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About Course

This course equips you with the practical and spiritual tools to understand the differences between wills and trusts, and how each can be used to protect your family and steward your assets wisely. Designed for individuals and families of all stages, you’ll learn how to plan your legacy in alignment with your values, reduce confusion for your loved ones, and ensure that your wishes are clearly documented. With biblical insights and real-life examples, you’ll walk away with clarity and confidence in your next steps.

“For everything there is a season, and a time for every matter under heaven… a time to be born, and a time to die.” – Ecclesiastes 3:1–2 (ESV)

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What Will You Learn?

  • Understand the key differences between a will and a trust
  • Learn why everyone needs a will, regardless of wealth
  • Discover how trusts can protect assets and avoid probate
  • Know when to use a revocable vs. irrevocable trust
  • Identify the roles of guardians, executors, and trustees
  • Learn how to choose the right people to carry out your wishes
  • Understand how to provide for children, dependents, or special needs through legal planning
  • Gain clarity on legal terms and what documents are essential
  • Explore how to include your faith and values in legacy planning
  • Create or review your own basic estate plan with confidence

Course Content

Topic 1: What Is a Will, and Why Do I Need One?
This lesson covers the basics of what a will is, why everyone needs one (even if you don’t own a lot), and what key elements should be included. You’ll learn how a will provides direction, peace of mind, and reduces stress for your family. “Put your house in order, because you are going to die; you will not recover.” – Isaiah 38:1 (NIV)

  • Lesson: What Is a Will, and Why Do I Need One?
    00:56
  • Lesson Reflection Questions
  • Case Study: “Two Paths, One Lesson – The Stories of Michael and Carla”
  • Case Study Reflection Questions

Topic 2: Understanding Trusts – When and Why to Use Them
Explore how trusts work, how they differ from wills, and when setting one up makes sense. We’ll cover revocable vs. irrevocable trusts, protecting minors, and avoiding probate. “A good person leaves an inheritance for their children’s children.” – Proverbs 13:22 (NIV)

Topic 3: Naming Guardians and Executors – Choosing with Wisdom
Learn how to select the right people to carry out your wishes—those who will handle your estate, care for your children, and steward your legacy faithfully and responsibly. “Plans fail for lack of counsel, but with many advisers they succeed.” – Proverbs 15:22 (NIV)

Topic 4: Leaving a Legacy – Faith, Family, and Final Instructions
This topic helps you go beyond paperwork by showing how to include spiritual and personal legacy in your planning. You’ll learn how to write final instructions or letters of blessing that reflect your faith and values. “One generation commends your works to another; they tell of your mighty acts.” – Psalm 145:4 (NIV)

Self Assessment

Resource Library
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