MESSAGE FROM SUSAN LUSCOMB, J.D.
Planned Giving Officer
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 at 757-457-7125 or email
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
ECLS members are our guests at certain invitation-only events, including the biggest
event of 2014 – the Special Grand Opening Donor Party at Congress on June 27! 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. But as
a former estate planning attorney, I am happy to answer your questions at
757-457-7125. Let me help you find the best way to
ensure the Cayce Work continues into the future!
For more information, please contact:
Susan Luscomb at (757) 457-7125 or