Communicate your legacy
What you need to create or update your will
“I have found that among its other benefits, giving liberates the soul of the giver.”
Maya Angelou
One of the best ways to steward the resources entrusted to you is to have an up-to-date will. Explore practical tools to help you create a will that reflects your personal values, provides for your loved ones, and supports the charities important to you.
Get Help in Person
…
Get Help Online
…
Save time and money by filling out our Will Planning Guide on your own before you see an attorney or estate planner.
Most people can complete an online will in less than 30 minutes. Learn more about creating your online will.
If you decide to use a lawyer to create, update, or review your will, you’ll want to find an attorney who shares your values and is knowledgeable about estate planning. Here’s how to find a trusted estate planning attorney:
Professional Recommendations: Contact other professionals you trust, such as your financial advisor, accountant, or lawyer (in a different field), for recommendations. These professionals often have networks of reliable attorneys.
Local Bar Association: Use your local or state bar association’s referral service. Bar associations typically maintain lists of attorneys who specialize in specific areas of law, including estate planning.
Legal Referral Services: Utilize legal referral services that can connect you with qualified estate planning attorneys in your area. These services often screen attorneys for experience and qualifications.
Use one of these common ways to significantly increase your charitable impact through your will and clearly communicate your values:
• Add a child named “Charity.” Some families treat charitable organizations like an additional child. For example, if a family has three children, they might add a fourth child named “Charity” and divide the assets in their will into four equal parts. Each of their children would receive 25%, and the remaining 25% would be divided among their favorite charitable organizations.
• Percentage. Others commit a percentage of their estate to the charitable organizations they love, dividing the remainder among their heirs.
• Cap. Some families decide to “cap” their children’s inheritance, leaving the rest of their assets to charity. This approach is used when the parents want to provide a modest gift to bless their children and eliminate concerns of creating dependence or giving too much too soon.
• Update an existing will. An attorney can add, delete, or change an item in your will with an additional statement called a “codicil.” Here’s an example: “I give, devise, and bequeath twenty- five percent (25%) of my residuary estate to [charity name] whose address is [city, state, zip code].” Like a will, a codicil must be dated, signed, and witnessed.
Sample language for including a gift in your will is available here.