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STATE OF WASHINGTON DEPARTMENT OF FINANCIAL INSTITUTIONS SECURITIES DIVISION 1 2 3 4 IN THE MATTER OF DETERMINING Whether there has been a violation of the Securities Act of Washington by: Order Number
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Family first advanced estate is an estate planning tool that enables individuals to designate beneficiaries and distribute their assets upon their death.
Individuals who have specific preferences for how their assets are distributed after their death are typically required to file a family first advanced estate.
To fill out a family first advanced estate, individuals must specify their beneficiaries, allocate their assets, and provide detailed instructions for the distribution of their estate.
The purpose of family first advanced estate is to ensure that an individual's estate is distributed according to their wishes and to avoid disputes among beneficiaries.
Information such as the names of beneficiaries, allocation of assets, and distribution instructions must be reported on a family first advanced estate.
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