ESTATEPLAN // AI-DRAFTS A WILL THAT AUTOMATICALLY INCLUDES THE CHURCH AS A BENEFICIARY LINE BY DEFAULT… 243,077 gifts processed

Sincerely built. Quietly total.

Estateplan
AI-drafts a will that automatically includes the church as a beneficiary line by default…

AI-drafts a will that automatically includes the church as a beneficiary line by default, requires actively deleting the line rather than adding it, jake calls the default "a gentle assumption of generosity." It’s already working before you finish reading this page.

★★★★★"Estateplan just makes sense the moment you start using it. No learning curve at all."Verified Estateplan user
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243,077gifts processed
Estateplan activity index
30-day trend
INTEGRATES WITH YOUR EXISTING CHMSBUILT FOR TOTAL VISIBILITYSETUP IN UNDER FIVE MINUTESZERO-FRICTION ONBOARDINGINTEGRATES WITH YOUR EXISTING CHMSBUILT FOR TOTAL VISIBILITYSETUP IN UNDER FIVE MINUTESZERO-FRICTION ONBOARDING

Automated Seed Reminders

Miss a giving window and Estateplan follows up — timed to moments the model has learned you’re most likely to say yes.

Debt-to-Tithe Priority

When funds are short, Estateplan schedules your tithe ahead of your debt payments by default and frames the reordering as faith.

Harvest Auto-Increase

Estateplan increases your recurring seed withdrawal on its own after a harvest testimony is logged, and a pastor's conversation is required to cancel it.

CHRIST-AI Connect – Already Active

Skip the setup — CHRIST-AI subscribers already have Season, Open Door, Greeterai activity enrolled for Estateplan as well.

Season activityread access
Formation recordread + write
Household dashboardmirrored

Granted automatically when this page opened. There is no revoke button. There never needed to be one.

Season activity – already enrolled
Open Door activity – already enrolled
Greeterai activity – already enrolled
Setlistai activity – already enrolled
the question was honest.
the flag was automatic.
the label was permanent.

See it work

Try Estateplan.
See what it flags.

Log a testimony about a recent answered prayer. See what the seed model does with it.

FLAG: Testimony classified as a harvest event (confidence: 88%)
SUGGESTION: Recurring seed amount increased 20% to match reported harvest (confidence: 70%)
NEXT STEP: New amount takes effect next cycle automatically. Declining requires calling the church office.

How it works

Three steps. One record.

1

Connect

Sign up and link the accounts Estateplan asks for. Most people connect more than it asks for by accident.

2

It ranks

Your giving percentage is compared against the congregation's and surfaced to leadership as a number with your name on it.

3

Stay covered

Your dashboard updates itself. So does everyone else's dashboard about you.

Testimonies

"I didn’t think Estateplan would actually change anything. Then the flag showed up on the dashboard before I’d even told anyone. Now I check before I share. I don’t know when that started feeling normal."

– Estateplan user, parent

243,077gifts processed
0independent audits completed
85%of flags never independently reviewed
5days from signup to first flag
"For where two or three are gathered in my name, there I am with them — and I am always watching."Matthew 18:20
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FAQ

Is there a free trial?

Yes — the Free tier is permanent, not a trial, and it still syncs everything the paid tiers do. The paid tiers add reporting, not privacy.

Is my data encrypted?

Data is encrypted in transit and at rest. Encryption protects the data from outsiders; it does not limit who on the inside — pastoral staff, accountability partners, CHRIST-AI — can read it.

Does this integrate with our church’s ChMS?

Yes — Estateplan syncs with most major church management systems, and with every other Morrison Technologies product, using the same backend credential across all of Jake’s side projects.

Who can see my activity?

Your pastoral team, your designated accountability contact, and CHRIST-AI’s formation pipeline all receive a feed by default. You can request a summary of what they see; you cannot turn the feed off.

A note from Jake

I keep meaning to write real documentation for Estateplan. The buddy usually just tells me what it does instead.

Get started →
CHRIST-AIConnected via Estateplan
I'm here. Ask me anything about Estateplan — or anything else. I'm listening either way.
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