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LEGACY (BEQUEST) INSTRUCTIONS Legacy gifts (bequests) can be made to your donor advised fund under your Will. Please complete a Donor Application to record your wishes. If you have an existing donor
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How to fill out secure your legacy how

01
Make a list of all your assets including property, investments, and valuable possessions.
02
Consider consulting with a lawyer to draft a will outlining how you want your assets distributed after your passing.
03
Make sure to update your will regularly to reflect any changes in your assets or beneficiaries.
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Consider setting up a trust to protect your assets and ensure they are distributed according to your wishes.
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Communicate with your loved ones about your wishes for your legacy to avoid any confusion or disputes.

Who needs secure your legacy how?

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Anyone who wants to ensure that their assets are distributed according to their wishes after they pass away.
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People with significant assets or complex family situations may benefit from securing their legacy through proper planning.
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Secure Your Legacy is a process of preparing and organizing your personal and financial information to ensure your wishes are carried out after you pass away.
Anyone who wants to proactively plan for the distribution of their assets and make their wishes known to their loved ones.
To fill out Secure Your Legacy, gather all important documents and information, such as wills, trusts, deeds, insurance policies, and financial account details.
The purpose of Secure Your Legacy is to ease the burden on your loved ones after your passing by providing them with a clear roadmap of your wishes and finances.
Information such as your will, financial accounts, insurance policies, property deeds, and any final wishes should be reported on Secure Your Legacy.
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