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.)
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