Values-Based Estate Planning with Thompson & Associates

Values-based estate planning is a personalized process to develop an estate plan that highlights your values, captures your priorities, outlines your intentions, and protects your assets.

As a service to our friends and donors, the Quad Cities Community Foundation offers confidential and comprehensive estate planning services at no charge and with no obligation. Utilizing the planning resources available through one of the nation’s leaders in charitable estate planning, Thompson & Associates, our advisor, Johni Hays, J.D., FCEP, will personally guide you through a thorough and thoughtful process to help structure your estate plans according to your wishes. At the end of the process, you’ll have recommendations to take to your own attorney for implementation. We estimate the service can save approximately $1,600 in planning fees.

We offer this service to you because we know from good planning comes good results for your loved ones and your community. The process is entirely confidential and is guided by your goals, questions, and values.

““This unique process is distinct and complementary to what an estate planning attorney does. This excellent value-based process will help you discover, determine, and prioritize how you’d like your estate to turn into a legacy that honors your family.””

— Kent Pilcher, president Estes Construction