Suggested Language for Your Will or Trust

This sample wording can be provided to your attorney as you develop your estate plan.

Fixed Amount Gifts

Beyond OCD will receive a gift in a fixed dollar amount.

Unrestricted Gift

I give, devise and bequeath to Beyond OCD , FEIN number 36-3937964, the sum of $__________, which shall be used for the general purposes of Beyond OCD in the discretion of the Board of Directors

Memorial Gift

I give, devise and bequeath to Beyond OCD , FEIN number 36-3937964, the sum of $_____________, in memory of _________________.

Residuary Bequests

Beyond OCD receives a share or the entire remainder of the donor’s estate after providing for specific amounts directed to beneficiaries, debts, taxes and estate expenses.

I give, devise and bequeath to Beyond OCD the rest, residue and remainder of my estate (or _____% of the rest, residue, and remainder of my estate) which shall be used for the general purposes of Beyond OCD in the discretion of the Board of Directors.

Contingent Bequests

Beyond OCD receives a share of the estate in the event that other beneficiaries (usually family members) do not survive the donor.

We have not provided suggested wording for contingent bequests as it may vary depending on your specific situation.

 

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Notice

This information is not intended to constitute legal advice.  Consult your attorney regarding your particular situation.  Never amend your estate planning documents without contacting your attorney.