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LEGACY PLANNING DESIGN WORKSHEET Summers Law Group, LLC Estate Planning, Wealth Preservation, Estate Administration and Probate CONFIDENTIAL USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE
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How to fill out legacy planning design worksheet

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How to fill out a legacy planning design worksheet:

01
Start by gathering all relevant information about your assets, including bank accounts, investments, real estate, and personal belongings. It is essential to have a clear understanding of your financial situation.
02
Consider your wishes regarding the distribution of your assets after your passing. Think about who you want to include as beneficiaries and how you want your assets to be divided among them.
03
Determine if there are any specific instructions or conditions you want to include in your legacy plan, such as providing for dependents, donating to charities, or supporting certain causes.
04
Review and update your beneficiary designations on any financial accounts or insurance policies to ensure they align with your desired legacy plan.
05
Consult with an attorney or financial advisor who specializes in estate planning to ensure that your legacy plan aligns with legal requirements and to obtain professional guidance on any complex issues.
06
Regularly review and update your legacy planning design worksheet as needed, especially when major life events occur, such as marriage, divorce, birth of children, or significant changes in financial circumstances.

Who needs a legacy planning design worksheet?

01
Individuals who want to have control and clarity over the distribution of their assets after their passing.
02
People who have specific wishes or conditions they want to include in their legacy plan.
03
Those who want to minimize potential conflicts or disputes between family members or beneficiaries by having a clear and comprehensive plan.
04
Individuals who want to ensure that their dependents are taken care of and that their assets are used for purposes aligned with their values.
05
People who want to maximize the impact of their assets by considering charitable donations or supporting causes they care about.
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Legacy planning design worksheet is a document used to help individuals organize and plan for their legacy, including details about their assets, beneficiaries, and wishes.
Anyone who wants to plan for their legacy and ensure their wishes are carried out after their passing can use a legacy planning design worksheet.
Legacy planning design worksheet can be filled out by providing details about your assets, beneficiaries, and any specific instructions or wishes you have for your legacy.
The purpose of legacy planning design worksheet is to help individuals organize and plan for their legacy, ensuring that their wishes are carried out after their passing.
Information that must be reported on legacy planning design worksheet includes details about assets, beneficiaries, and any specific instructions or wishes for the individual's legacy.
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