Bequest Language
Example bequest language - Please feel free to change the numbers or percentages as you desire.
1. Bequest of cash
"I bequeath the sum of $10,000 to Children At Heart Foundation of Round Rock, TX."
2. Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Children At Heart Foundation, Round Rock, TX."
3. Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Children At Heart Foundation, Round Rock, TX."
1. Bequest of cash
"I bequeath the sum of $10,000 to Children At Heart Foundation of Round Rock, TX."
2. Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Children At Heart Foundation, Round Rock, TX."
3. Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Children At Heart Foundation, Round Rock, TX."
For information and language regarding designations to a specific ministry or for a specific purpose, please contact Maynard Phillips or call 512-246-4222.
