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Additional Resources for Planning your Legacy

Here are some one-sheets on various giving options for your reference. 

Bequest Language

Bequest Language

Sample bequest language for your consideration in preparing your will or trust.
Advisor Resources

Advisor Resources

If you are advising a client who is considering a planned gift or bequest to Navy-Marine Corps Relief Society, we’re here to support you every step of the way.
The Key Elements of an Estate Plan

The Key Elements of an Estate Plan

If a living trust is recommended, your estate planning lawyer will also suggest a will as a backup document to transfer any assets that were not included in your trust at the time of your death.
Helpful Legal Instruments

Helpful Legal Instruments

Once you complete your estate plan, you will have peace of mind knowing that you have a valid plan that addresses your needs, and those of loved ones and charities that are important to you.