The samples of bequest language provided here serve as sample of appropriate language for a simple bequest. Your own situation may or may not fit these examples and you are encouraged to contact a financial advisor or to call us at 805.963.1873 to receive personalized help with your gift planning.
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 the Santa Barbara Foundation of Santa Barbara, CA."
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 the Santa Barbara Foundation, Santa Barbara, CA."
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 the Santa Barbara Foundation, Santa Barbara, CA."
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