Sample Language for Your Will

This information does not constitute legal advice nor does it substitute for legal advice. You should consult a qualified adviser before using any language below or signing any documents intended to be legally binding.

Specific Amount

I, ___________________, hereby give, devise, and bequeath to the Trustees of Overlook Foundation (EIN #51-0194054) , 46 Beauvoir Avenue,
Summit, New Jersey 07901
, the sum of $__________ to be used at their discretion.*

Percentage Amount

I, _______________________, hereby give, decide, and bequeath to the Trustees of Overlook Foundation (EIN #51-0194054), 46 Beauvoir Avenue,
Summit, New Jersey 07901
, _______ percent of the rest, residue, and remainder of my estate, to be used at the foundation's discretion.*

Contingent Bequest

In the event the beneficiaries of bequests and devises herein predecease me, or, in the case of institutions, cease to be organizations described in section 501(c)(3) of the Internal Revenue Code, I __________________, hereby give, devise, and bequeath to the Trustees of Overlook Foundation (EIN #51-0194054), 46 Beauvoir Avenue,
Summit, New Jersey 07901
, the rest, residue, and remainder of my estate to be used at their discretion.*

*Donors may also restrict their bequests to specific purposes, including but not limited to the endowment of Overlook Foundation for underwriting programs or positions at the hospital. Endowments and certain program funds at Overlook Foundation generally require specific minimum amounts to ensure 1) a fund's long-term viability and 2) the fund's ability to meet the program's needs. For more information on those minimums, call, e-mail, or write Kenneth D. Cole, 46 Beauvoir Avenue,
Summit, New Jersey 07901
; telephone: 973.818.9874; e-mail: kenneth.cole@atlantichealth.org.

Sample Codicil Language

This information does not constitute legal advice, nor does it substitute for legal advice. You should consult a qualified adviser before using any language below or signing any documents intended to be legally binding. Some states may require a notary public to sign as a witness.

[date]

I, [name], a resident of the County of [county], State of [state], declare that this is the codicil to my last will and testament, which is dated [date original signed].

I add or change said last will in the following manner:

[List all specific changes or additions to the original will. Reference each section number of the will and the specific language you will be affecting. This is where you could include a bequest to the Trustees of Overlook Foundation, 46-48 Beauvoir Avenue, Summit, New Jersey 07901; EIN #51-0194054.

Otherwise, I hereby confirm and republish my will dated, [date originally signed], in all respects other than those herein mentioned.

I subscribe my name to this codicil this [day, e.g., 1st] day of [month], [year], at [full address where signed], in the presence of [full name of first witness to codicil], [full name of second witness to codicil], and [full name of third witness to codicil], attesting witnesses, who subscribe their names here in my presence.