Free Wills and Trusts Planner

Guide to Planning for Your Future: provide for the people and causes you care about

A well-crafted estate plan spells out how you will pass on your values, beliefs, and assets to the people and organizations you care about.

A proper plan can help you:

  • Share what's most important to you,
  • Name someone to make financial and healthcare decisions for you, when needed,
  • Guarantee your assets pass to the people and organizations you choose,
  • Minimize taxes, and
  • Create a legacy with the people and causes that matter most to you.

We provide a free Guide to Planning Your Will or Trust, a guidebook that helps you consider many of the important questions you'll need to answer as you put together your plans. Once you complete the guidebook, meet with an experienced estate planning attorney to create, review, or update your will, trust, or other documents.

If you'd like to learn more about the benefits of planning, or how you might include a gift to UC Santa Cruz in your plans, please contact us.

Please enter your name and email address below to receive your free, no obligation Guide to Planning Your Will or Trust.

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