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Name Agnes Scott in Your Will

Name Agnes Scott in Your Will

If you are writing your will for the first time, revising your existing plans, or own investment or retirement accounts or life insurance policies, please consider including Agnes Scott among your charitable beneficiaries.

In your will, you can name Agnes Scott the beneficiary of a set amount, a percentage of your estate, or a percentage of your residual estate after you have taken care of your loved ones.

If you have already written your will, it is usually very easy to create a codicil, or amendment, to your will. A codicil with specific changes, witnessed and notarized, is typically accepted into probate with the original will.

We encourage you to share this suggested bequest language with your attorney as you prepare or revise your will.

On the typically straightforward forms provided to designate beneficiaries of your investment account, retirement account or life insurance, simply list Agnes Scott College in Decatur, Georgia, as a partial or sole beneficiary. Contact your program or account administrator to learn more.

It’s always a good idea to review your will and investment beneficiary forms periodically to be sure they still represent your wishes, especially if conditions, assets or relationships have changed. Times when it might be most important to review your documents include when purchasing or selling property, when children are born or have grown up, or when your marital or financial status changes.

Agnes Scott cannot offer you legal or financial advice; we recommend you contact a qualified attorney to answer any questions you might have about your estate plans.

Why Make a Will?

“People who come to me to make their plans want to be sure that the people and things that matter the most to them are cared for – children, family, businesses, charitable causes; the things that spark fire in their souls. They want to make sure their charitable inclinations and philosophy are passed down. Setting clear instructions can make this time easier on your family and preserve their relationships.”

Tiffany McKenzie ’07 is an estate planning attorney. She serves on the Alumnae Board and is a member of The Fideles Society and the Frances Winship Walters Society.