Facts for Advisers

Facts for Advisers

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to (Variable #1), a not-for-profit corporation organized under the Laws of the State of (Name of State) and having its principal office at (Street address, City, State, Zip)

To make a cash bequest:

the sum of $_________ to be used by (Variable) for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by (Variable) for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by (Variable) for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by (Variable) for its general purposes.

Please call (Variable #1) at (Variable #4) if you have any additional questions.

Contact Information

Name:
Legal Name: (Variable #1)

Mailing Address:

Physical Delivery Address:

Phone Number:

Fax Number:

Securities Transfers

DTC Number:
(Variable)

Account Number:
(Variable)

Taxpayer ID Number
(Variable)

Our Broker
(Variable)

Brokerage Office Telephone
(Variable )

Brokerage Office Fax Number
(Variable)

Please telephone our office if your client is transferring shares to (Variable #1). We need to know the name and numbers of shares being transferred. You may contact the following individuals.