Stewardship Legacy Account

When making a will and leaving a legacy it is important to take independent professional advice that you can trust. Stewardship can make leaving a legacy easier through the Stewardship Legacy Account. It makes for simplicity and flexibility in settling upon and also changing your wishes. Simply instruct your solicitor to leave the legacy to Stewardship.

• It is very important (from a legal perspective) that the legacy is made to Stewardship in ‘absolute’ terms with no qualification whatsoever.
• You then simply let us have a letter (an ‘expression of wishes’) indicating how you would like Stewardship to deal with the bequeathed funds.
• If at a later date your personal circumstances change or you change your mind about charities that will benefit from the legacy then a further letter to Stewardship is all that is needed to tell us of your change your intentions. There is no need for legal codicils or visits to the solicitor to change the legacy.
• We can supply a suggested form of wording for your solicitor (with the full legal details of Stewardship) and a ‘letter of wishes’ form which you can use to list the donations you want us to make. You can also use this form to update your wishes and intentions at any time.

Remember, however, that reviewing your will with a Solicitor at least every five years is always advisable.