Thank you for your interest in complimentary estate coaching through the Arcadia Foundation.

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Did you know that between 55-65% of individuals and families don't have a will or estate plan? Whether you are 21 or 81, it's wise to plan ahead for your assets and loved ones by creating a will or trust. Without one, your loved ones could face tax burdens, and courts could be left to make important decisions for you, including guardianship of any minor(s) in your care.

Moreover, while 94.5% of Americans are charitable during their lifetime, less than 10% include a charitable component within their will or estate plan.

The Arcadia Foundation is partnering with SFC Estate Coaching to offer estate coaching as a complimentary service to a limited number of Camp Arcadia family members. By specifying how your assets will be handled after your passing, you'll make it easier for your loved ones to handle your affairs during a time of grief.

By providing this service, the Arcadia Foundation hopes that you will consider including Camp Arcadia in your estate plan, though all plans will be kept confidential unless otherwise specified.

With the help of a Professional Estate Coach, you will learn more about the estate planning process and start the journey or make revisions to your existing plan.

To get started, take 2 minutes to complete the following form. Then, keep an eye out for communication or next steps from Camp Arcadia!

Questions? Feel free to contact Sarah Olson: sarah@camp-arcadia.com or (615) 746-7685.

Email *

First Name(s): *

Last Name(s): *

City:

State:

Zip:

Phone Number (xxx-xxx-xxxx):

Do you currently have a will?

Yes

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Are you currently satisfied with the provisions of your will?

Yes

I haven't reviewed my will in a long time.

N/A

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Which of the following would you be interested in learning more about?

Guardianship of Minor(s)

Tax Laws & Tax Advantages

Including a "Testament" portion (personal statement of faith), providing comfort to your family and a final witness of faith when read aloud.

Charitable Option(s) while still amply providing for family

Other:

Would you like help in creating or updating your will with the assistance of a reliable and experienced Estate Planning Coach? (This service is provided by the Arcadia Foundation through SFC Estate Coaching.)

Yes, sign me up!

I'd like more information.

Not at this time, but maybe in the future.

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Any additional questions or comments?

Send me a copy of my responses.

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