Wills and Bequests

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or United Way Monterey County as part of your estate plan.

What are my options?

A bequest can be made in several ways:

  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets
Contact us

If you have any questions about Wills and Bequests, please contact Lynda Patrick, VP Resource Development; 831-372-8026 x112.  We would be happy to assist you and answer any questions you might have.