Estate Planning Help & Bequests
Q. Can San Francisco Parks Trust help me get my estate planning done?
A. Yes. Just ask for our free estate planning organizer.
If you don’t have an estate plan or the one you have is out-of-date, the organizer prepares you to create or up-date your will or living trust. If you have completed your estate plan, the organizer gives you one place to store your most crucial estate planning documents. The organizer also allows you to list accounts, assets, and instructions so your loved ones can easily find what they need in case of emergency.
When completed, the organizer lifts a burden from the shoulders of your loved ones at a time of great stress. So if you’re worried about the economy, channel that nervous energy by upgrading your estate plan. This is not the time to leave yourself or your loved ones vulnerable to avoidable legal fees, court costs and taxes. Have the organizer sent to you by contacting San Francisco Parks Trust at 415-750-5229 or jane@sfpt.org.
Q. How do I include San Francisco Parks Trust in my will or living trust?
A. The most common way people remember San Francisco Parks Trust in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil, to your will or living trust. Here is some suggested language you can have your attorney review:
" I give devise and bequeath to San Francisco Parks Trust (tax I.D. 23-7131784 ), located in San Francisco, California, the sum of __________________dollars ($ _______________). (or state a percentage of your estate, or state a percentage of your estate, or describe real or personal property, including exact location.) for the benefit of its general purposes (or specify the San Francisco Parks Trust program you wish to support).
Your bequest is entirely under your control during life and becomes irrevocable only at death. If you have questions about bequests, call the Development Office at (415) 750-5443 or at donalda@sfpt.org
Estate Planning Help & Bequests
Q. Can San Francisco Parks Trust help me get my estate planning done?
A. Yes. Just ask for our free estate planning organizer.
If you don’t have an estate plan or the one you have is out-of-date, the organizer prepares you to create or up-date your will or living trust. If you have completed your estate plan, the organizer gives you one place to store your most crucial estate planning documents. The organizer also allows you to list accounts, assets, and instructions so your loved ones can easily find what they need in case of emergency.
When completed, the organizer lifts a burden from the shoulders of your loved ones at a time of great stress. So if you’re worried about the economy, channel that nervous energy by upgrading your estate plan. This is not the time to leave yourself or your loved ones vulnerable to avoidable legal fees, court costs and taxes. Have the organizer sent to you by contacting San Francisco Parks Trust at 415-750-5229 or jane@sfpt.org.
Q. How do I include San Francisco Parks Trust in my will or living trust?
A. The most common way people remember San Francisco Parks Trust in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil, to your will or living trust. Here is some suggested language you can have your attorney review:
" I give devise and bequeath to San Francisco Parks Trust (tax I.D. 23-7131784 ), located in San Francisco, California, the sum of __________________dollars ($ _______________). (or state a percentage of your estate, or state a percentage of your estate, or describe real or personal property, including exact location.) for the benefit of its general purposes (or specify the San Francisco Parks Trust program you wish to support).
Your bequest is entirely under your control during life and becomes irrevocable only at death. If you have questions about bequests, call the Development Office at (415) 750-5443 or at donalda@sfpt.org