Add a charitable gift to an existing will
add_charity_to_existing_willDraft a codicil (a short signed amendment) that adds a charitable gift to a will the person already has, plus gift wording to give their attorney. Use when someone already has a will and wants to leave a percentage or dollar amount to causes or charities. Not legal advice; for Louisiana and North Carolina residents only the gift wording is returned.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fund | No | Only for giving_method named_fund: a foundation-style named fund that keeps giving. | |
| causes | Yes | Causes that receive the charitable gift, with each one's share. Use list_causes for the built-in causes, or describe your own. | |
| person | Yes | The person making the plan. | |
| giving_method | No | research_guided: each cause's share goes to Systemic Altruism Foundation's (EIN 87-2067921) Cause Fund for that cause, which grants it to effective charities working on it, guided by MyLastWill.org research (default). named_charities: give to the specific charities listed under each cause. named_fund: create a named legacy fund (see fund). | |
| estate_estimate | No | Rough value in USD of property passing under the will (for dollar estimates only). | |
| has_living_trust | No | True if most assets are in a living trust (a codicil only reaches property passing under the will). | |
| existing_will_date | No | Date the existing will was signed, YYYY-MM-DD (optional). | |
| charitable_gift_amount | No | A fixed dollar amount to give instead of a percentage. | |
| charitable_share_percent | No | Percentage of the residuary estate to give. Use this or charitable_gift_amount. |