If you intend to remember Wheaton College in 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, customized flowcharts of your current plan, along with a detailed written discussion of your plan compared to both secular and charitable alternatives.
The analysis process may help to educate you so that you and your attorney are better prepared to have a thoughtful, informed, and productive review of your estate planning goals and objectives.
If you decide that an estate analysis would be helpful to you in your estate planning, 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.