Legacy Services

Have you ever thought about these questions?

  • What values would I like for the generations that follow me to continue?
  • What will happen to my children in the event something happens to me?
  • Do I want to continue giving to organizations I valued while I was alive?
  • Who should receive my personal possessions and how much should I give?

You're not alone if you haven't thought about these questions, but it's time that you started asking them and finding the answers. At Kirk of the Hills, we offer complimentary legacy services that can help you do just that.

What is Estate and Legacy Planning?

Estate planning is the strategy for providing an efficient transfer of your wealth after you're gone, but there's a scriptural element to this that far outweighs economic considerations.

Through estate planning services, we want to provide personalized education to help you make these choices - helping you distribute your legacy in the way that matters most to you.

The Kirk Legacy Department:

The Kirk Legacy Department exists to provide complimentary resources to its members. Think of this service as a free “second opinion” if you have already created an estate plan, or use it for the first time to find out how it can benefit you, your family, and your finances. Our team of professionals understands what legacy planning entails, the factors involved, and can customize a legacy plan that reflects your unique family characteristics. In addition, you can leave a gift to the organization(s) you most passionately support. 

For more information or to schedule an appointment, contact Mark Loeber by calling 918.491.0079 or mloeber@thekirk.com.