The Foundation for a Meaningful Life
Kindergarten - Grade 9 in Southborough, MA

Bequests and Codicils

Bequests and Codicils - Suggested Language

Bequests

Unrestricted Bequest
I give, devise and bequeath to Fay School, Southborough, Massachusetts, (a) the sum of $____, or (b) ____% of my estate or (c) real or personal property herein described, to be used for the benefit of Fay School as the School may determine.
 
Restricted Bequest
I give, devise and bequeath to Fay School, Southborough, Massachusetts, (a) the sum of $____ or (b) ___% of my estate for the purpose of _____________ , or if such use, in the judgment of Fay School, is or shall become impractical or unwise, then for such purpose as the School shall determine.
 
Contingent Bequest
If the above named legatees or devisees (or beneficiaries) should predecease me, then I hereby give, devise and bequeath the same to Fay School, Southborough, Massachusetts to be used (a) for the benefit of Fay School as the School may determine or (b) for the purpose of ________.
Please contact Stephen Gray, Senior Advancement Officer at 508.490.8414 or sgray@fayschool.org for assistance.

Codicils

[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 support Fay School. See our suggested bequest language that can assist you.]
 
Otherwise, I hereby confirm and republish my will dated [date original 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.
 
Maker ___________________________________
 
ATTEST
On the date last above written, [name], known by us to be the person whose signature appears at the end of this codicil, declared to us, [full name of first witness to codicil], [full name of second witness to codicil], and [full name of third witness to codicil], the undersigned, that the foregoing instrument, consisting of [number of pages to codicil] page(s) was the codicil to the will dated [date original signed]; who then signed the codicil in our presence, and now in the presence of each other, we now sign our names as witnesses.
 
Witness _____________________________________   
 
Address: ______________________________________________________________________________________
 
Witness _____________________________________   
 
Address: ______________________________________________________________________________________


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Disclaimer
Please have your will or codicil drafted by an attorney who is familiar with the estate laws of the state where you live. We are not engaged in legal or tax advisory service.
 
The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.