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5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart continues for years to come.

Discover five simple ways you can ensure that your estate plan reflects you.

  1. Make the most of what you have. Meet with qualified professionals to form a financial and giving plan that satisfies your needs and meets your goals.
  2. Protect family and loved ones. Keep loved ones safe by making sure your estate plan is up-to-date. It should be reviewed regularly for changes in personal relationships, tax laws, births, deaths and state of residence.
  3. Be tax-smart. Don’t let taxes place a burden on your family, with careful planning now, you can get the most out of your estate plan.
  4. Make sure your wishes are fulfilled. Use the services of a qualified estate planning attorney to draw up your will and other legal documents, ensuring that your wishes are clearly stated so there are no misunderstandings.
  5. Continue helping others after your lifetime. Gifts to charitable organizations, such as Whitfield School, in your future plans ensure your support for our work continues even after your lifetime.

Make Whitfield School a Part of Your Plan

Want to learn more about including a gift to Whitfield School in your future plans? Contact Kelly Edwards, Director of Development, at kelly.edwards@whitfieldschool.org or 314-434-5141 to learn more.

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  • St. Louis, MO 63141
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About Us

Whitfield School is an independent, coeducational college preparatory day school for grades 6–12.

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Academics

Whitfield’s demanding academic program coupled with the support of a dedicated, world class faculty prepares graduates for both the college experience and life beyond.

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Arts

Students who choose to engage in the arts at Whitfield, whether performing or visual, discover the nearly limitless possibilities for self-expression.

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Athletics

The Warriors have claimed 24 state championships since 2000, earning multiple coach and player of the year awards, and sending numerous alumni to play at the collegiate level.

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Student Life

Whitfield students are happy, healthy and engaged in their community. Working diligently both in and out of the classroom, they learn both the academic and the interpersonal skills that lead them to success in college and beyond.

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Admission

Find out what makes Whitfield unique among St. Louis schools.

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Giving

The culture of philanthropy has always been an essential part of the Whitfield experience. Whitfield is fortunate to have parents, alumni, alumni parents, faculty and staff, trustees, grandparents and special friends who consistently support our school.

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Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

First name is required
Last Name is required
Please include an '@' in the email address