How Can I Make a Bequest?

There are a number of ways you can nominate Mentis Assist to be a charitable beneficiary of your Will by

  • Donating a specific amount of percentage of your will
  • Contributing amounts from your insurance policies
  • Allocating the interest accumulating from family trust accounts
  • Gifting of property, land and/or buildings

To ensure your intention to make a bequest is clearly understood by your Executor, it is essential that you word this correctly. An example of how to do this is as follows is only a guide, for more information access professional legal advice:

  • “I give, devise, and bequest to Mentis Assist the sum of $ __________ or ________ % (or a description of the specific assess), for the benefit of Mentis Assist and its general purposes.”

A contingency Bequest allows you to leave and percentage of your estate to Mentis Assist if your named beneficiary does not survive you. The following is a guide only, for more information please seek professional legal advice:

  • "I devise and bequeath the residue of the property, real and personal and wherever situated, owned by me at my death, to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath my residuary estate to Mentis Assist, for its general purposes."

If you decide to make a bequest to Mentis Assist, please consider contacting us so that we can acknowledge your generous gift in person.

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How Can I Make a Bequest?

23 - 25 Yuilles Road
Mornington Victoria 3931

Phone: 1300 MENTIS (1300 636 847)

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