Plan Your Giving
Begin your legacy with us
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 a legally valid 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, use it to document your wishes before finalizing your plans with an attorney.
Let us know your plans
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.
Non-probate assets
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.
Create a legal will, at no cost to you,
through our partnership with
