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SAMPLE BEQUEST CLAUSES
The provision in your will for making a gift to The Carter Center will depend upon the
type of gift and your particular circumstances. Because your will is unique, we encourage
you
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How to fill out sample bequest clauses
How to fill out sample bequest clauses:
01
Start by identifying the specific assets you want to leave as a bequest. This can include properties, monetary funds, personal belongings, or even intellectual property rights.
02
Consider the individuals or organizations that you want to be the beneficiaries of your bequest. These can be family members, friends, charities, or other institutions.
03
Determine the specific details of the bequest, such as the percentage or specific amount of assets you want to leave to each beneficiary. You can also include any conditions or restrictions on the bequest, if applicable.
04
Consult with an estate planning attorney or legal professional to ensure that your bequest clauses are properly written and compliant with relevant laws and regulations.
05
Review and update your bequest clauses regularly, especially if there are any significant changes in your personal or financial circumstances.
Who needs sample bequest clauses:
01
Individuals who want to ensure that their assets are distributed according to their wishes after their passing.
02
People who want to leave a lasting legacy by donating to charitable organizations or institutions.
03
Anyone who wants to provide for their loved ones or make a meaningful contribution through their estate planning.
By following these steps and considering who may benefit from sample bequest clauses, you can effectively fill out the clauses and tailor them to your specific wishes and circumstances.
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