top of page
Last will and testament with pen and glasses concept for legal document.jpg

Trust Administration Services

Serving as a fiduciary for you and your family, Church Organizers Foundation (COF) can administer estates, including multi-generational trusts, and provide asset management services. As a Trustee, COF can help reduce burdens on family members, and provide objectivity, privacy, and efficiency in the estate administration and settlement process. COF is registered to provide trust administration services in the states of Michigan and California. 

Cross Logo Label.jpg

ESTATE & FINANCIAL PLAN ANALYSIS

ESTATE & FINANCIAL PLAN ANALYSIS

ESTATE & FINANCIAL PLAN ANALYSIS / PERSONAL WEALTH MANAGMENT / STRATEGIC MINISTRY PLANNING

When You Become a Client You Get a Complimentary Voyant Estate & Financial Plan Report.

Step 1 - Compete the WealthVision FactFinder in the Link to the right.

Step 2 - Submit a PDF version of the Factfinder In the link to the right.   

Step 3 - Wait for Justin to reply within one week of your submittal.

For more information contact Justin Lee our dedicated Paraplanner at justin@churchorganizers.org .

bottom of page