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Your UCLA Legacy: Leading Society Forward
The UCLA Alumni Association and LegalZoom have partnered to make the process of planning and making your last will and testament as easy as possible. Besides step-by-step guidance, LegalZoom now provides you with the option to include UCLA in your will and build a meaningful and lasting legacy that expresses your philanthropic interests.
Exclusive Offer from LegalZoom for UCLA Alumni
For the price of a LegalZoom Basic Last Will, UCLA alumni receive a free living will and a 30-day trial to Legal Advantage Plus*, a personal legal plan with access to an attorney.
As a UCLA alumnus, you'll receive:
Why a LegalZoom Last Will?
It's easy. A will is easier to do than you might think-the LegalZoom online questionnaire guides you step-by-step through the process
It's fast. Most people create theirs in as little as 20 minutes
It's affordable. Starting at just $59, the LegalZoom Last Will can be one of your best investments
It's changeable. As your life changes, so should your will-you can change yours as often as you want with Legal Advantage Plus
Why is a Living Will Important?
It's essential to have your wishes for your medical care outlined in a legal document should anything happen that prevents you from stating them yourself. It makes it easier on your family and ensures that your wishes for yourself are heard.
Legal Advantage Plus: Attorney Support When You Need it
For a low monthly fee, you can speak to an attorney who's licensed in your state as often as you want on just about any new legal matters. Ask personal legal questions, get advice on specific situations, have an attorney review your estate planning documents, and more. Includes unlimited access to the LegalZoom library of personal and business forms. The plan covers you, your spouse and dependent children.
LegalZoom: Your Trusted Source for Legal Documents
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* Available in most states. After the 30-day trial period, benefits to Legal Advantage Plus continue automatically for $14.99 per month. For states where Legal Advantage Plus is not available, benefits to Continuing Coverage Plan continue automatically for $4.99. You can cancel by calling (877) 818-8787. For full details, see the Legal Plan Contract and Advantage Terms of Service.
An Opportunity to Give Back
Deciding to make a gift to UCLA is a very special moment, and UCLA understands that your decision places the university within the special circle of your family members, loved ones, and friends. In return, UCLA wants to welcome donors into the UCLA family.
How it Works
Through your will, you can arrange for gifts of cash, stocks or bonds, real estate property, or tangible personal property. You can also name The UCLA Foundation as the beneficiary of retirement plans or insurance policies. You can choose to make a bequest directly to The UCLA Foundation or you can direct your gift to a specific part of UCLA. It's important to remember:
  • You can modify your bequest if your circumstances change
  • You can direct your bequest to a particular purpose
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests
  • You know that your gift will benefit UCLA tomorrow just as you intend it to today
Three Ways to Remember UCLA in Your Will
The UCLA Foundation has tax-exempt status and therefore all gifts to The UCLA Foundation through your last will and testament provide tax deduction benefits. You may direct your gift through The UCLA Foundation or to any particular part of the university.
General Gift. General gifts are made from what remains in your estate after specific and cash gifts, taxes, settlement costs and debts are satisfied.
Charitable Gift. A cash gift provides The UCLA Foundation or any other part of the university with a specific sum of money. This type of gift is satisfied before general gifts.
Specific Gift. A specific gift gives a specific item or piece of property to The UCLA Foundation.
Why Include UCLA in Your Last Will?
UCLA offers you uniquely diverse ways to fulfill your philanthropic goals. Your UCLA legacy will provide crucial support for:
  • Academic excellence
  • World-class medical care and scientific research
  • Artistic and athletic endeavors
  • The education of generations to come
Should you Share Your Plans?
If you include UCLA in your plans, please let UCLA know. The reason is:
  • UCLA would like to make sure your wishes are understood and that your bequest will be used as you intend.
  • UCLA can provide you with extra information, should you need assistance to direct your gift.
  • The university would like to thank you, include you in their legacy group, First Century Society, and invite you to yearly events.
  • UCLA handles all gift and bequest communications with the utmost care and confidentiality.
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