Resources to Help You Plan

George Fox offers wonderful resource materials and staff counsel to assist you in thinking through key estate planning questions. The following documents are available free of charge to help you plan.

Estate Planning Resource Guide
This resource guide will help you understand the estate planning process, relevant vocabulary, taxation and tools so you have all the information you need to get started.

Estate Inventory Form
A simple form that will help you get organized for estate planning, taking inventory of assets, IRAs and pensions, insurance, guardianship, charitable bequests, etc.

My Final Wishes Guide
This document will help you think through and make your final wishes known about funeral arrangements, burial, memorials, etc. so that your family is prepared to make these important decisions on your behalf.

For more information, specific questions or to meet with a George Fox representative to discuss your estate plan, contact Gene Christian at or 503-936-5350.