Will/Trust Language

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Sample Language for Your Will or Trust

As your professional advisor and you draft your estate plan or will, please remember the Lenawee Community Foundation – no matter how large or small your bequest.  Following are some statements that can be used.

General or Specific Bequest – “I give, devise and bequeath to the Lenawee Community Foundation the sum of $___   (or ___ %) from my estate to be used for the Lenawee Community Foundation.”

Remainder of Estate – “After all specified bequests have been made I give, devise and bequeath to the Lenawee Community Foundation all (or ___ %) of the remainder of my estate to be used for the Lenawee Community Foundation.”

Contingent Bequest – “I give the residue of my estate to ___ family member.  If that person does not survive me, I give the residue of my estate to the Lenawee Community Foundation.”

Remember the Lenawee Community Foundation…

Please let us know if you have included the Lenawee Community Foundation in your estate plan or will. For further information, please contact Sue Hammersmith.