Do your heirs and yourself a favor. Have an effective estate plan. Help "Save the Heir" by downloading Mechanics' Institute free computer friendly Estate Planning Organizer now.
The Mechanics’ Institute free Estate Planning Organizer, though not a substitute for legal advice, will help take the mystery out of estate planning and tell you how to reduce taxes, legal fees and family dissension.
The Organizer contains:
- An Estate Planning Inventory form to help you get organize information before you visit your attorney.
- A fill-in-the blanks form that lets your heirs know your how to find important documents, personal information, your wishes for your funeral ceremony, etc.
- Information on remembering the Mechanics' Institute in your estate plan.
For more detailed information, contact Ralph Lewin at (415) 393-0117 or firstname.lastname@example.org.
Once your family’s needs are met, consider a bequest to the Mechanics’ Institute. Those including the Institute in their estate plan are honored by membership in the James Lick Legacy Society.
The James Lick Legacy Society
By providing a gift in your estate plan you will become a member of the James Lick Legacy Society. This enables the Institute to continue its historic role of keeping pace with its members' changing interests and needs.
Institute members now enjoy the ease of 21st century library technology in a welcoming environment, proud of its history. You can make a charitable bequest in a variety of ways. Consider your options: be a part of the Institute's past and play a critical role in safeguarding its future.
An Easy Introduction to Some Powerful Tools - Web-based Tutorials
View of any of our 10-minute illustrated Estate-Planning Briefings on wills, living trusts, probate, trustees, charitable trusts, gift annuities, advance health care directives and other powerful estate planning tools vital to you and those you love. Gain control of your future through an up-to-date estate plan. It’s good for you, good for those you love, and, if you wish, good for The Mechanics' Institute Library and Chess Room.