Estate Notes
An estate note is simply a legacy promise, a good way to express your long-term philanthropic intentions irrevocably – at no cost – while leaving your cash flow, asset base and wills unchanged. An estate note is a promissory note that makes an irrevocable commitment to provide a gift through your estate. The note is presented to the executor or the administrator of your estate and is paid as a debt of your probate estate. There is no obligation to your estate, however, if the expected funds are not available. (Estate notes are not available in all states.)
For more information, contact us by e-mail at oprsfco@corp.oprs.org or call 1-800-686-7800.
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