The Baptist Foundation of Oklahoma

Let’s face it, we are all doing more business transactions online these days. Ten years ago the process of booking a flight, paying a bill or transferring money from one bank account to another was mostly an interpersonal activity.

Today, if I had to book a flight directly with an airline, but without using a computer, I’m not sure where I would start. I know a few people whose bank has zero physical locations. With all this online change, I began to wonder when our clients would feel comfortable doing their estate planning through the web.

Estate planning will remain mostly a process that is done in a personal appointment between our staff and clients. However, The Baptist Foundation of Oklahoma now offers the ability to complete the initial step, the completion of an estate planning worksheet, on our website. This new online estate planner is more than just completing a worksheet on your computer. It is an interactive process where you answer a series of questions, related to your estate planning decisions, and your responses are used to fill-in the worksheet. It is easy to start your own estate plan. On our homepage (and at the top of this screen) you will see a “Begin Your Estate Plan Now” link in the upper right corner.

This selection will take you to a new page titled “Wills Planner Access” where you can create a new account by supplying an email address then assigning yourself a password. Once you have setup your account you can begin working on your Wills Planner by selecting the Wills Planner link. You can save your work which will allow you to complete the Wills Planner over several sessions. The program will tell you when you have finished the Wills Planner and allow you to review the completed form as a PDF file. The link titled “Wills Planner Access Privileges” allows you to grant Foundation staff access to review your worksheet.

Once we have reviewed your Wills Planner we will contact you to discuss the next step to completing your estate plan. If you have any question about our online estate planning process just call us at 1-800.949.9988.

Dan Allen is Chief Development Officer, Senior Vice President, Donor Services with The Baptist Foundation of Oklahoma.