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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family and may receive estate tax savings
  3. You control your assets throughout your lifetime

How can I learn more?

Contact Us
Watch a Video
Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or the Santa Barbara Botanic Garden as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Contact Us
Request an Estate Planning Guide
Create an Online Account

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