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How to include Woodland Healthcare Foundation in your will or trust

  1. Get organized. Collect and organize all of your important documents prior to visiting your attorney will save you time and money.
  2. Set your priorities. Identify the people and organizations that you want to remember in your will by leaving them some of your property. If you plan to make a charitable bequest to Woodland Healthcare Foundation, use the following legal information:

    Tax ID#: 23-7072762
    Woodland Healthcare Foundation
    3400 Data Drive Rancho Cordova, CA 95670
  3. Review your beneficiary designations. Review all your checking accounts, savings accounts, brokerage accounts, retirement plans, pension plans and any other assets for which you may have made a beneficiary designation, and make any necessary updates or changes.
  4. Think about guardians. If you have minor children or an older parent or other adult whom you care for, be sure to appoint a guardian for them in your will.
  5. Choose an executor. Select a person you trust to serve as your executor. You may want to pick one or two alternates in case your first choice is unwilling or unable to serve.
  6. Hire an attorney. Ask friends and colleagues for referrals, and call for an initial consultation to find the right attorney for you. Ask about fees in advance, and tell your lawyer whom you wish to benefit and what you wish to accomplish in drafting your will.
  7. Review and update your will on a regular basis. Your life constantly changes. Consider updating your will periodically to reflect such life changes as:

- The death of a beneficiary
- Marriage, divorce or remarriage
- The birth of a child or grandchild
- An inheritance
- The purchase of a new asset such as life insurance, a
new home, etc.
- A bequest to an organization to commemorate a loved one
or to recognize the good work of a favorite charity

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Will Planning Wizard

Use this helpful tool to organize your thoughts, information, and documents before visiting your attorney.

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Bequest Language

Suggested bequest language to include Woodland Healthcare Foundation in a will or trust

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