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A Lasting Legacy Workbook Property of: Personal Information Intergenerational Relationships Transferring Property End of Life Information References and Other Resources Rod Sharp Jeffrey E. Travel

How to fill out a lasting legacy workbook

How to fill out a lasting legacy workbook:

1. Start by reading through the instructions: Familiarize yourself with the purpose of the lasting legacy workbook and the specific sections it contains.
2. Gather important documents: Collect any necessary documents like wills, deeds, insurance policies, and financial statements. These will provide essential information for completing the workbook.
3. Begin with personal information: Fill out the workbook's sections that require personal details such as your full name, birthdate, and contact information. This will help establish your identity within the workbook.
4. Reflect on your values and goals: The workbook may include sections where you can articulate your values, beliefs, and goals for yourself and your loved ones. Take some time to ponder and provide thoughtful responses.
5. List your assets and liabilities: Identify and document your assets, such as bank accounts, investments, real estate, and possessions. Also, make note of any debts or liabilities you may have.
6. Evaluate and allocate your assets: Consider how you want your assets to be distributed among your loved ones or charitable organizations. Determine the beneficiaries and specify the percentage or specific amounts to be allocated.
7. Plan for healthcare and medical decisions: In this section, outline your preferences for healthcare treatment and end-of-life decisions. Consider appointing a healthcare proxy or power of attorney to make decisions on your behalf.
8. Review and update beneficiaries: Double-check and update beneficiary designations on insurance policies, retirement accounts, and other relevant accounts. Ensure they align with your intended distribution of assets.
9. Document special requests or instructions: If you have any specific requests regarding funeral arrangements, organ donation, or the care of pets or dependents, this is the appropriate section to include such instructions.
10. Seek professional advice, if necessary: Depending on the complexity of your assets or personal situation, you may want to consult with an attorney, financial advisor, or estate planner. They can provide guidance and ensure your legacy plan is comprehensive and legally sound.

Who needs a lasting legacy workbook:

1. Individuals who want to ensure their wishes are fulfilled: A lasting legacy workbook is beneficial for anyone who wants to ensure their assets are distributed according to their wishes and that their personal values and goals are taken into account after their passing.
2. Those with significant assets or a complex financial situation: If you have multiple properties, substantial investments, or a complicated estate plan, a lasting legacy workbook can help you organize and review your assets for a smoother transition in the future.
3. Individuals with dependents or specific care requests: If you have dependents, children, or pets that require special care or instructions, a lasting legacy workbook allows you to document these requests and ensure they are carried out.
4. Anyone interested in leaving a meaningful legacy: Beyond financial matters, a lasting legacy workbook allows you to express your values, beliefs, and personal stories. It can serve as a way to preserve your memories and share your life's lessons with future generations.

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What is a lasting legacy workbook?

A lasting legacy workbook is a document that helps individuals organize and record important information about their estate, final wishes, and personal preferences.

Who is required to file a lasting legacy workbook?

Anyone who wants to ensure that their wishes are carried out after their passing and provide guidance to their loved ones may benefit from completing a lasting legacy workbook.

How to fill out a lasting legacy workbook?

To fill out a lasting legacy workbook, you can start by gathering information about your assets, liabilities, insurance policies, and important documents. Then, you can use the workbook's sections to record your wishes for your estate, funeral arrangements, and other personal preferences.

What is the purpose of a lasting legacy workbook?

The purpose of a lasting legacy workbook is to help individuals organize and document important information that will guide their loved ones after their passing. It can also serve as a tool for ensuring that their wishes are carried out and their estate is handled according to their preferences.

What information must be reported on a lasting legacy workbook?

A lasting legacy workbook typically includes information about the individual's assets, liabilities, insurance policies, important documents, funeral arrangements, and other personal preferences.