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Planned Gifts:
sample language

Sample Will Provisions

 

THE FOLLOWING SAMPLE PROVISIONS MAY BE HELPFUL FOR YOUR ATTORNEY IN PREPARING A WILL OR CODICIL:

 

SPECIFIC GIFT LANGUAGE (NAMING MLT AS A BENEFICIARY OF A SPECIFIC AMOUNT FROM YOUR ESTATE)

I give, bequeath and devise to Mahoosuc Land Trust, a nonprofit corporation having its headquarters in Bethel, Maine, the sum of $ _________ (or ____ percent of my estate) to be used for its general purposes (or describe a particular program or project of the land trust).

 

RESIDUAL GIFT LANGUAGE (A RESIDUAL BEQUEST COMES TO MLT AFTER YOUR ESTATE EXPENSES AND SPECIFIC BEQUESTS ARE PAID)

I give, bequeath and devise all (or ____ percent) of the rest, residue and remainder of my estate to Mahoosuc Land Trust, a nonprofit corporation having its headquarters in Bethel, Maine, to be used for its general purposes (or describe a particular program or project of the land trust).

Mahoosuc Land Trust is a charitable tax-exempt organization under section 501 (c)(3) of the Internal Revenue Code. 
Tax ID#: 01-0447619.

Please note that bequests for a specific purpose should be discussed with MLT in advance to make sure that the language will achieve your intentions and be consistent with MLT’s mission.

DOWNLOAD A SAMPLE CODICIL FORM
Before making any changes to your estate plan, we recommend you contact your attorney or financial advisor to ensure consistency with other parts of your estate plan.