Sample Bequest Language
Bequest of a Specific Amount or Asset
A specific bequest ensures that specific property that you designate will pass to Shepherd of the Hills . You might consider the following language as an example:
Specific Amount
"I hereby give, devise and bequeath $______________ to Shepherd of the Hills at 5226 W. William Cannon Dr., Austin, TX 78749 to be used for its general use and purpose."
Specific Asset
"I hereby give, devise and bequeath _______________ (description of property) to Shepherd of the Hills at 5226 W. William Cannon Dr., Austin, TX 78749 to be used for its general use and purpose."
Percentage Bequest
A bequest can be made as a percentage of the whole or of the residuary of the estate to Shepherd of the Hills, using the following language as an example:
"I hereby give, devise and bequeath to Shepherd of the Hills at 5226 W. William Cannon Dr., Austin, TX 78749 (all or a percentage) of the rest, residue and remainder of my estate, both real and personal, for its general use and purpose."
Residuary of Your Estate
A residual bequest is made from the remaining portion of your estate after the will or trust has distributed each of the specific bequests and all other expenses and taxes. The following is sample language:
"I hereby give, devise and bequeath the rest, residue and remainder of my estate to Shepherd of the Hills at 5226 W. William Cannon Dr., Austin, TX 78749 for its general use and purpose."
Contingent Bequest
"If _______________ (Name of beneficiary) predeceases me or disclaims any interest in __________ (description of property), I give such property to Shepherd of the Hills at 5226 W. William Cannon Dr., Austin, TX 78749 for its general use and purpose."
*It is important that you consult your attorney and/or professional advisors to consider the application of this language to your individual circumstances as part of an overall estate plan.
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