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I Office of Innovation and Improvement i3 Applicant Information Sheet FY 2013 Instructions: Eligible applicants must complete and submit this information sheet with each application submitted. Completing
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01
Start by gathering all necessary information: Before filling out the sheet, make sure you have all the required information and documents handy. This may include personal details, contact information, financial information, and any specific instructions you want to include in your will.
02
Understand the purpose of completing this sheet: The purpose of completing this sheet is to ensure that your wishes and intentions are clearly stated and legally binding after your passing. It helps you communicate important information to your executor and beneficiaries, making the probate process smoother.
03
Provide personal details: Begin by filling out your personal information accurately. This may include your full name, date of birth, social security number, current address, and any other relevant details requested on the sheet.
04
Include contact information: Provide contact details of individuals who may need to be contacted in the event of your passing. This may include your spouse, children, relatives, and close friends. Include their names, phone numbers, addresses, and any other necessary information.
05
List your assets: Enumerate all your assets, including properties, bank accounts, investments, vehicles, and valuable possessions. Specify their locations, details, and estimated values. This will help your executor locate and distribute your assets according to your wishes.
06
Appoint an executor: Choose someone trustworthy to be the executor of your will. This person will be responsible for managing your estate, settling debts, distributing assets, and ensuring that your final wishes are fulfilled. Provide their full name, contact information, and any specific instructions for their role.
07
Specify beneficiaries and their shares: Clearly identify the individuals or organizations you wish to inherit your assets. State their full names, relationships to you, and the percentages or specific assets they will receive. You can also mention any conditions or restrictions for the distribution of certain assets.
08
Include any additional instructions: If you have specific instructions regarding funeral arrangements, organ donation, charitable contributions, or guardianship of minors, make sure to include those in the sheet. These details will help ensure your wishes are respected and followed after your passing.

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01
Anyone above the legal age who wants to ensure their assets are distributed according to their wishes.
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Individuals who have dependents, such as children or elderly parents, and want to appoint guardians or provide for their well-being.
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Those who have complex financial situations, multiple properties, or special requests for the distribution of their assets.
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People who want to avoid family disputes or disagreements over their estate.
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Individuals who want to minimize the potential for legal challenges or confusion during the probate process.
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