If you intend to remember Wheaton College through your will, living trust, deferred gift, or in some other way through your estate planning, we offer a free, no-obligation, customized analysis of your estate plan. Our analysis will include:
Easy-to-understand flowcharts of your current estate plan
A detailed written discussion of your plan, including potential pitfalls
Specific secular and charitable options to enhance your plan
The analysis process may give you the knowledge and confidence to have a thoughtful, informed, and productive review of your estate planning goals and objectives with your attorney.
If you decide that an estate analysis would be helpful to you, please contact us. In preparation, please also fill out our Confidential Estate Planning Inventory form (PDF) and either mail or email to us the completed form and copies of your estate planning documents.