The Jesuit Retreat Center of Los Altos

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Estate Planning Help

Q. Can The Jesuit Retreat Center of Los Altos help me get my estate plan done? 
A. Yes.  Just ask for our free estate planning organizer.  The Organizer includes:

 

  • A useful document organizer to store your estate plan
  • A readable, authoritative introduction to wills, living trusts and basic estate planning
  • An Estate Planning Inventory Form to help you get a clearer notion of the worth of your estate
  • A comprehensive checklist to allow you to tell your loved ones in case of emergency where to find important phone numbers, documents, and accounts.
  • Information on how to remember The Jesuit Retreat Center of Los Altos in your estate plan.

Effective estate planning usually takes time, effort and a good attorney.  In the end your plan will allow your family to avoid the delay, dissension and needless expense that often occurs when a loved one dies without a Will.  Once you have taken care of your family's needs, please consider a thoughtful bequest to the Jesuit Retreat Center of Los Altos. 

To order your estate planning organizer, call Dr. Tom Powers, at 650-917-4049 or email tpowers@jrclosaltos.org.