Begin your legacy with us using Freewill
Bequest
Gift Intent Form
Gift Intent Form
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Gift Intent Form
Gift Intent Form
Gift Intent Form
Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Beneficiaries
Gift Intent Form
Beneficiaries
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.