You can add the library to your legacy at any time – reach out to your estate planning attorney at your leisure. However, most people update their bequests to non-profits while making other changes to their trust or will. People usually review these documents at major life events like marriages, having children, when they buy a house, or retirement. This is often a good time to reflect on if your trust and will reflects your current needs and priorities. Hopefully, that includes the library.
If you would like to add The Santa Clara City Library Foundation & Friends to your estate plan, please reach out to your family planning attorney.