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This document is designed to assist individuals in planning their legacy goals, including setting target dates and outlining actions and partners involved in the legacy process.

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How to fill out my legacy matters

How to fill out My Legacy Matters

01

Gather all necessary personal information, including full name, date of birth, and contact details.

02

List important documents such as wills, insurance policies, and property deeds.

03

Identify beneficiaries and involve them in the process if appropriate.

04

Document your values, beliefs, and lessons you want to pass on.

05

Fill out each section of My Legacy Matters carefully, ensuring that your information is accurate.

06

Review the completed document for clarity and completeness.

07

Store the document in a safe place and inform your loved ones about its location.

Who needs My Legacy Matters?

01

Individuals looking to leave a meaningful legacy for their loved ones.

02

Families wanting to ensure clarity in estate planning and inheritance.

03

Anyone interested in documenting their values, life lessons, and important personal information for future generations.

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What is My Legacy Matters?

My Legacy Matters is a program or initiative designed to help individuals document and communicate their values, life experiences, and important information for future generations.

Who is required to file My Legacy Matters?

Individuals who wish to leave a legacy for their family or beneficiaries are encouraged to fill out My Legacy Matters. It is typically suggested for anyone who wants to ensure their wishes and values are communicated.

How to fill out My Legacy Matters?

To fill out My Legacy Matters, individuals should gather necessary information about their personal values, significant life events, and other relevant details, and then complete the provided documentation or online form.

What is the purpose of My Legacy Matters?

The purpose of My Legacy Matters is to facilitate the sharing of personal history, values, and instructions for loved ones, ensuring that important aspects of an individual's life are preserved and passed on.

What information must be reported on My Legacy Matters?

The information that must be reported on My Legacy Matters generally includes personal values, significant life experiences, family history, and any specific wishes or instructions for the future.

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