Get the free Suggested Bequest Language - Casey House

119 Isabella Street Toronto, Ontario M4Y 1P2 Telephone: 4169627600 Fax: 4169625595 Email: heart warehouse.on.ca www.caseyhouse.com Suggested Bequest Language A bequest is a gift of property (for example,

How to fill out suggested bequest language

How to fill out suggested bequest language:

1. Review the suggested bequest language provided to ensure it aligns with your wishes.
2. Make any necessary modifications or additions to the language to accurately reflect your intentions.
3. Consult with an attorney or estate planning professional to ensure the suggested bequest language complies with applicable laws and regulations.
4. Include specific details, such as the amount or percentage of the estate you wish to leave, the beneficiaries, and any contingencies or conditions.
5. Clearly state your relationship with the beneficiaries and provide their full names to avoid any confusion.
6. Consider including alternate beneficiaries or successor beneficiaries in case the primary ones pass away before you.
7. Specify how you want the bequest to be used, whether for a specific purpose or as a general gift.
8. If you have any unique preferences or instructions, clearly communicate them within the suggested bequest language.
9. Keep a copy of the filled-out suggested bequest language with your important estate planning documents for safekeeping and future reference.

Who needs suggested bequest language?

1. Individuals who want to include a charitable organization or cause in their estate plans.
2. Those who wish to leave a specific amount or percentage of their estate to loved ones or other beneficiaries.
3. People who want to ensure their intentions are clearly expressed and legally valid.

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What is suggested bequest language?

Suggested bequest language is a recommended wording that individuals can use in their wills or estate plans to leave a gift to a charitable organization.

Who is required to file suggested bequest language?

Individuals who wish to leave a charitable donation in their will or estate plan are required to include suggested bequest language.

How to fill out suggested bequest language?

To fill out suggested bequest language, individuals can consult with their attorney or estate planner to ensure the proper wording is used.

What is the purpose of suggested bequest language?

The purpose of suggested bequest language is to clearly communicate the donor's intentions to leave a legacy gift to a charitable organization.

What information must be reported on suggested bequest language?

Suggested bequest language should include the name of the charitable organization, the specific gift amount or percentage, and any specific instructions for how the gift should be used.