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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
  3. You may receive estate tax savings

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor and/or by using our free will-making resource, you can include language in your will or trust specifying a gift be made to family, friends or University of Texas Medical Branch as part of your estate plan. Contact us to receive your link to this free will-making resource.

View Bequest Language

What are my options?

A bequest can be made in several ways:
  1. You can gift a percentage of your estate
  2. You can gift a specific dollar amount or asset
  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?

Watch a Video
Download a Brochure
Request an Estate Planning Guide
Contact Us

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