Have Faith in your legacy
Welcome to Our Story: Discover Our Mission and Values
Our Team
We're thrilled to have you join us and explore our offerings. Our team is committed to sharing our passion with you, and we can't wait to show you all that we have to offer.
Chris Tawney, CEP®
Certified Estate Planner from the National Institute of Certified Estate Planners
Chris Tawney has been a proficient Catholic fundraiser for more than two decades. He began at his parish as a fundraising volunteer, which grew into a career. In five short years, he successfully raised more than $75 million for Catholic education in Arizona. He then went on to lead the estate planning and fundraising teams at one of the nation’s largest Catholic community foundations. He has provided strategy, planning, and consultation to pastors, diocesan and parish leaders, ministries, and Catholic schools.
Margaret Foster
Estate Planning Specialist
Margaret is a friendly face in the world of Catholic estate planning, she is here to make sure your loved ones are taken care of and your wishes are clear. She helps you build a roadmap for your family’s future, with a focus on peace of mind and honoring what matters most.
Lindsay Smith
Estate Planning Specialist
Lindsay enjoys numbers, solving problems and helping people. She provides support to our parish partners and coordinates our online and onsite estate planning educational programs. When she is not working with our clients and partners, she enjoys exercising, hiking with her dog, and spending time with family and friends.
Mission Statement
We guide families through a comprehensive and affordable estate planning process built on our shared Catholic values. This ensures their families are protected, their wishes are fulfilled, and their legacy contributes to the future vibrancy of the Church.
The most trusted name in online Catholic estate planning.
We’re proud to be a category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.
Tailored Estate Planning: Your Wishes, Honored.
Safeguard your legacy and ensure a smooth inheritance process for your loved ones with a customized estate plan.