Wills and Trusts

Create a Will

Don’t have a will? Start here. As a gift to JBU alumni and friends, we’ve partnered with FreeWill to make it easy for you to make a will at no cost.

Their intuitive online resource can guide you through the process of creating your plans online in just 20 minutes while also:

• Giving you peace of mind and security through finalizing your plans
• Establishing your values by including the people and causes you love the most
• Extending a legacy with JBU with an impactful gift that will last for generations to come.

Do I need a will or a trust?

People with the following situations may benefit from a trust:

• Blended Family
• Larger Estate
• Children with Special Needs
• Own a business

Create a Trust

JBU has partnered with PhilanthroCorp to offer estate planning services to our alumni and friends.

Since 1997, PhilanthroCorp has worked with individuals to make sure their dreams and goals are accomplished through proper estate planning. These services are available to you at no cost. PhilanthroCorp's Estate Specialists are available to review your existing plan or assist in setting up a new estate plan. 

How to Create a Trust:

Initial Meeting: Initial 30-40 minute call gathering information and understanding.

Review Proposal: Summary proposal information sent to you for review.

Refine Proposal: Refine the summary proposal with subsequent calls.

Draft Estate Plan: PhilanthroCorp will work with an attorney to draft the estate plan.

Finalize Plan: Review and finalize estate plan.

Have you already left a gift to JBU in your will or trust? If so, please fill out this form to let us know! We would love to thank you for your generosity and ensure our records are up-to-date. 

If you have questions, please contact the Advancement office at 479-524-7429.