Q: Bequests to Cypress Lawn Heritage Foundation

A: How do I include Cypress Lawn Heritage Foundation in my will or living trust?

The most common way people remember the Cypress Lawn Heritage Foundation in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents.  You simply add an amendment, called a codicil, to your will or living trust.  Here is some suggested language you can have your attorney review:

” I give devise and bequeath to the Cypress Lawn Heritage Foundation (94-3289533), located in Colma, California, the sum of ________________________________ dollars ($ _______________)

(Or state a percentage of your estate, or describe real or personal property, including exact location) for the benefit of its general purposes (or specify the Cypress Lawn Heritage Foundation program you wish to support).

Your bequest is entirely under your control during life and becomes irrevocable only at death.  If you have questions about bequests, call 650-550-8812 or email Terry Hamburg.