Action Items 

Learn More
We hope our website has answered many of your questions about wills. Here are some actions to take to learn even more about this estate planning document.
  • Set up a meeting with your estate planning attorney to get your will in place, or to update your will.
  • Read about how to prepare for your meeting with an estate planning attorney.
  • If you are working with your attorney to include Willamette in your will or living trust, or if you would like to name Willamette as beneficiary of a retirement account or life insurance policy, we recommend that you use the following designation: ? "to Willamette University, a nonprofit corporation located in Salem, OR ?" We encourage you or your attorney to contact one of our gift planning professionals to help you ensure that your bequest best accomplishes your intentions regarding Willamette.
  • After getting your will in place, make sure the rest of your estate plans are sound.
  • Contact Lori L. Hoby at (866) 204-8102 or lhoby@willamette.edu with any questions you may have about including Willamette University in your estate plans.
Question MarkRemember These Other Important Documents
In addition to a will, make sure you have a living will and a durable power of attorney in place.