ESTATE PLANNING 101:
MAKING GIVING EVEN EASIER!
Want to easily add A.R.E. to your will at little or no cost? Use this “Sample Codicil”!
A number of members have asked me how to leave something to A.R.E. in their wills but they want to keep it simple and they don’t want to hire an attorney. We’ve been listening! And we’ve made it easy for you.
- What’s a codicil?
It’s a simple supplement that changes an existing will (often done to add a provision not included in the original will, like a bequest to a charity). This A.R.E. Sample Codicil will enable you to see what you need to do in order to easily include A.R.E. in your estate plan. It offers several options, like leaving a specific sum of money, your home, or another asset to A.R.E. If you don’t see what you have in mind to do, just call us. We can help!
- How can you use this Sample Codicil?
Follow the instructions to download the Sample Codicil and print a copy.
- If you have an attorney: Use this sample form as a guide to provide your attorney correct information, simplifying the process. We encourage you to consult with your attorney.
- If you do not have an attorney: Start the process by locating your original will, which will provide necessary information, including the date your will was executed. Your original will should also indicate the proper procedure in your state for signing and witnessing a codicil, as wills and codicils are generally handled in the same manner.
- If you do not have a will: This Sample Codicil is not a will - it’s an addition to a will. If you need help locating an experienced estate planning attorney in your area who can assist you, call us
CAVEAT: If your will is old, the procedure for signing and witnessing, as well as other laws, may have changed, making it even more helpful for you to consult with an attorney to be certain your will is valid under current law.
- Prefer a copy by mail?
If you would like a copy of the Sample Codicil mailed to - or emailed - you, please call 757-457-7125 and request a copy.
Again, it’s important to note that this is a sample codicil only, not an entire will. If you do not have an existing will, this is not the right document for you.
Remember, anyone who names A.R.E. as a beneficiary of his or her will, trust, retirement plan, or life insurance policy automatically becomes a member of the Edgar Cayce Legacy Society (ECLS), helping ensure the future of the A.R.E. and the Cayce Work.
You can also name A.R.E. as a beneficiary of all, or a portion, of your IRA, 401K, or a life insurance policy by simply completing a change of beneficiary form.
As always, we encourage you to consult with your attorney, especially for significant changes to your will or trust, and because relevant laws vary from state to state. Let us help you find the best way to ensure the Cayce Work continues into the future!