Utilize Wheaton's expert gift and estate planning staff to review your plans and provide secular and charitable strategies for improvement.
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.
How do I get started?
If you decide that an estate analysis would be helpful to you, call 630.752.5332 or email Gift Planning Services at firstname.lastname@example.org. Our gift and estate planning professionals, Dave Teune and Lindsay Jurgensen will be in touch with you. In preparation, you may be asked to fill our Confidential Estate Planning Inventory and send us the completed form and copies of your estate planning documents.