Adding a Codicil to an Existing Living Trust or Will
to Include a Charitable Bequest

Note - this is an example only. Please consult with your attorney.

This is a codicil to my living trust or will dated _____________________.

I give and bequeath the sum of $_____________

[or] the following described property

________________________________________________

________________________________________________


[or] ______% of my estate

[or] the residue of my estate

to Colleges of the Seneca. In all other respects I confirm my said living trust or will.

Signed: _______________________________

Witnessed By: _________________________

Dated: ________________________________

Options for specifying the purpose of the gift:

Where the need is greatest:

Designated for (fund, program, equipment, building, etc.)

________________________________________________

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. This Planned Giving section has been developed for Hobart and William Smith Colleges by Future Focus.