Leave a gift in your will

Families Day - March 2009 018
How to leave a gift in your will

Thank you for considering leaving a gift to The Lodge Trust in your will and helping to ensure our wonderful community continues for many years to come.

Whatever the size of your gift, it will make a massive difference.

Types of gifts you can make:

  • Residuary – this is a share in, or all of, what’s left of the value of your estate after family and friends have been taken care of.

  • Pecuniary – this is a specific sum of money.

  • Specific – this is an item such as jewellery or a piece of art.

Whether you already have a will and would like to add a gift in, or if you want to make a will and include a gift, we can help.

If you need to make a will

  • Order or download our free will-making guide. This will give you all the information you need to make your will, with practical advice and guidance to make it as easy for you as possible, including help with legal wording for adding your gift.

  • Download our free will planner form. This form helps you to get all your wishes and information down on paper in one place before you write your will.

If you already have a will and would like to add a gift

If you already have a will and would like to include a gift to The Lodge Trust, you may not need to rewrite it.

You can ask a qualified professional such as a solicitor to add an amendment (called a codicil). If the change you wish to make is quite small or simple, you can usually use a codicil; if the change is bigger or complex, you should make a new will.

Our will-making guide includes some suggested wording to help your solicitor amend your will.

A codicil is a written amendment to someone’s will, saving the need to rewrite the whole document. It should be signed, dated, and witnessed with the same legal formalities as a will. You can download our codicil form here.

Receive our legacies pack by post

If you would like to receive our legacies pack by post, please fill in your details on this page.
Sean Anderson, 13/01/2020