Create Your Will or Trust – Free of Charge
Spirit Rock has partnered with FreeWill to offer you a simple, no-cost way to plan your legacy.
Free Estate Planning Tools for Our Sangha
Spirit Rock has partnered with FreeWill, a nonprofit organization providing software to build a Last Will & Testament, Revocable Living Trust, and other end-of-life documents, legal in all 50 states.
Spirit Rock is offering this tool to our sangha free of charge, with no obligation. As you create your will or trust, there will be an opportunity to include Spirit Rock and/or other nonprofit organizations as beneficiaries, if you choose. All bequests to Spirit Rock, no matter the size, help ensure the future of this beloved refuge and the continuation of the precious Dharma teachings. We thank you for your consideration.
Last Will & Testament
A Last Will & Testament is a legal document that outlines how your assets and property should be distributed after your death. It allows you to name a guardian for minor children and an executor to carry out your wishes according to your instructions.
Revocable Living Trust
A Revocable Living Trust is a legal tool that allows you to manage and distribute your assets both during your life and after your death. You name yourself as the initial trustee and a successor trustee to manage the trust and distribute your assets based on your instructions.
How Is a Revocable Living Trust Different from a Will?
A Revocable Living Trust and a Last Will & Testament accomplish similar things, but have important differences.
| Last Will & Testament | Revocable Living Trust | |
|---|---|---|
| Distributes assets after a person passes away | ✓ | ✓ |
| Requires little maintenance | ✓ | ✗ |
| Avoids costly, public probate court | ✗ | ✓ |
| Keeps your wishes and details private | ✗ | ✓ |
| Lets someone manage things if you're incapacitated | ✗ | ✓ |
| Can be changed or canceled anytime | ✗ | ✓ |
| Name guardians for children and pets | ✓ | ✓ |
| Share your funeral wishes clearly | ✓ | ✓ |
| Make a Will | Make a Trust |
Distributes assets after a person passes away
Requires little maintenance
Avoids costly, public probate court
Keeps your wishes and details private
Lets someone manage things if you're incapacitated
Can be changed or canceled anytime
Name guardians for children and pets
Share your funeral wishes clearly
Please let us know if you've included Spirit Rock in your estate plans.