What our members are saying About
The Baptist Foundation of Alabama (TBFA)
Michael C. and Kellie R. Rockett
It is so great to belong to a church that provides opportunity to learn more about wills and estate planning and also be introduced to the TBFA services. These were just the tools we needed to get started and also work with a great group of professional people.
It’s always easy to procrastinate and think “we can do this later”! We were soon connected with Matt from TBFA , a professional estate specialist. Together, we were a team, discussing and preparing the recommended documents which reflects and remembers our family and charitable organizations we love and care most about. A wonderful referred attorney prepared our documents in their final form.
The binder was a wonderful surprise and now houses all of our documents. It gives us comfort and peace that our project is done and our children will benefit from our organized planning. We definitely would recommend “not” putting this off. It’s easier than most think.
James and Patricia Schmid
We initially went to a luncheon to learn about the services of TBFA to help our parents be better equipped; however, at the luncheon, we ended up signing up ourselves to go through the process. We had wills in place, but felt this was something we needed to look into to have all of our documents prepared. We quickly learned that this can be complicated process, but TBFA makes it as easy as possible. We had a very good experience working with them to answer all of the hard questions. We have told our small group that this is something that everyone needs to get done. We have seen other families have difficult circumstances when plans are not in place. We have a peace of mind knowing we are prepared for the future.
Michael L. and Claudette M. Black
We had a very good experience working with The Baptist Foundation of Alabama. Every phone appointment was on time, and that meant so much to us. We really appreciated the information prepared and shared with us throughout our conversations with our estate specialist. This gave us lots to think about and develop our plan with. We also appreciated being listened to. This meant a lot. We could ask questions that were important to us, and every one of them was answered. Our attorney was great as she walked us through our draft documents and then met us in person for our signing appointment. She has given us everything we need to do some homework on our own. Overall, this was a great experience! Thank you.
Jessie R. and Wanda T. Stephens
Being a paralegal, I know the importance of having certain documents in place. Leaving something to our children was always our intentions. Having experience handling our parents’ estate, we wondered what the cost would be, and like most, we just put off getting our own will and estate plan in place. My husband was diagnosed with a potentially terminal illness which prompted attending one of the Hunter Street seminars to learn more about the help we could benefit from, with TBFA . We found TBFA to be like a "well-oiled machine".
I remember saying to my husband, I like their due diligence! Following the seminar we were called right away. We found this wasn't a "Sales" service. We felt the estate specialist “stood in the gap for us”, walking with us, sharing informative and easy to understand options, but never in an intrusive way. We were always treated fairly with kindness and patience. Our personal ideas and goals were his priority.
We have a strong trust in the Hunter Street leadership and their partnership with TBFA . We would have to look long and hard to recommend any changes in all the benefits we received. We now have our will and estate plan in place, for such a reasonable cost. We sleep better at night and know we are not leaving a burden to our children.
Darwin and Miriam “Mimi” Hollingsworth
The TBFA event in May 2017 was really what motivated both of us to learn more about estate planning for our savings and retirement monies. We had Wills prepared previously and knew we should do something else, but didn’t know what to do. It’s a fear of the unknown. We were skeptical about working with a firm we weren’t familiar with – would the attorneys being costly and too pushy, and would we have to work on THEIR timeline, not ours?
We found that the event was full of great information and lots of detail and felt like the folks at TBFA could help us with our needs.Our relationship with the estate specialist put us at ease right away. He was so patient and educated us throughout our conversations.We felt no pressure.He worked with us at a pace that we were comfortable with, even though some of the parts took extra time. Ultimately we had everything in place before taking our wishes to the attorney. We feel much better that we have our plan in place and our daughters are relieved and happy as well.
Shaun M. and Jane E. Brady
We were encouraged as we went through the estate planning process with The Baptist Foundation of Alabama. They made it very easy to do. It was done in various steps, which were clear and understandable. As we worked through each part, we found that having those hard conversations was easy. Everyone wanted to listen and help us understand as we made decisions along the way. The Baptist Foundation of Alabama was a great partner to work with, as well as the attorney whom they referred us to. She did a great job explaining our documents as we signed with her at her office.
Jerry and Rita Newell
Prior to working with TBFA , we had a very simple will in place. We were glad to connect with TBFA because we found our experience to be very helpful. They were so supportive and answered all of our questions to make things clear for us to understand. We found their estate specialists to be knowledgeable, and we learned a lot about tax laws and the best ways to leave our assets. TBFA referred us to great attorney to prepare our documents. We felt comfortable with him, and were pleased with the final will he prepared for us. We would highly encourage others to work with TBFA and utilize this great service.
Mark and Martha Hughes
We attended a seminar to learn about the services available to us through TBFA. We had wills in place that were updated, but decided to have them review our plans to see if they had any recommended changes. We were impressed to learn about ways we could utilize trusts, and find different ways to fund ministries we care about that would also help avoid any added taxes. We had a great experience working with TBFA , and enjoyed the convenience of planning over-the-phone. This service is educational and easy, and we would recommend it to others.
William E. and Amy H. Watkins Jr.
The process of getting our estate planning in place with The Baptist Foundation of Alabama’s services went GREAT! Everyone was comfortable to work with, friendly, and kind. It really helped to have a trusted referral from our church. We didn’t have to think about that part as others had gone before us and had a great experience.
The process is easy, and you have plenty of time to think about things between phone appointments. It just takes time to work through the process and pace yourself with your decisions, but you’ll have a Baptist Foundation professional very involved in wanting to serve you or give you a heads-up on what is going to happen next. They looked out for us. We are thankful!