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Estate Planner

Having a will or trust offers you peace of mind while protecting your loved ones, planning for your assets, and establishing a charitable legacy for your favorite causes.

Getting started is easier (and quicker) than you think

 

With important aspects of life, it's often said the best time to start was yesterday, but the next best time is now. We encourage you to take action today and make a mark — on yourself, your loved ones, and the causes you care about most. 

 

We've partnered with FreeWill to make it simpler than ever to plan a gift in your will. With FreeWill, you can create your legal will online and plan your gift at zero cost today, in less than 20 minutes.  This solution may not be right for everyone, but we wanted to offer one simple way to get started at no immediate cost.

 

If you would prefer to finalize your estate plan with an attorney instead, you can also use FreeWill to document your wishes first and save on attorney fees.  

 

For specific advice about your financial situation and the tax effects of a charitable plan, please consult a qualified professional advisor.

  • grandfather holding baby
    Create a Will Using FreeWill
    Visit the FreeWill site to get started.
  • group talking
    Essential Estate Planning Documents
    Quick list of documents you'll need to start estate planning.
  • Pat and Marion Dugan
    The Pat and Marion Dugan Legacy Society
    The Pat and Marion Dugan Legacy Society is a special group of supporters who have demonstrated their deep commitment to the world of philanthropy and have named Charity Navigator in their wills or estate plans.