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A document outlining the request for the custody and preservation of genealogical records upon the person's demise, including suggestions for identifying custodians and contacting genealogical organizations
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How to fill out Genealogical Codicil to My Last Will and Testament

01
Start with your full legal name and the date at the top of the document.
02
Title the document as 'Genealogical Codicil to My Last Will and Testament'.
03
State your intent to make additions or changes to your Last Will and Testament.
04
List the names of your family members, descendants, or other beneficiaries you wish to include.
05
Include any specific instructions regarding the distribution of your assets among the listed individuals.
06
Specify the relationship of each person listed (e.g., child, grandchild, spouse) to clarify the lineage.
07
Sign and date the codicil in the presence of witnesses, following your local laws for signature requirements.
08
Ensure that the codicil is stored with your will or in a safe place where your executor can easily access it.

Who needs Genealogical Codicil to My Last Will and Testament?

01
Individuals with a complex family structure, such as blended families or multiple descendants.
02
Anyone who wishes to clearly define relationships and intentions regarding family inheritances.
03
People who have recently had significant changes in their family situation, such as births, deaths, or marriages.
04
Those looking to avoid disputes among heirs by specifying genealogical details in their legal documents.
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A Genealogical Codicil to My Last Will and Testament is an amendment to a will that provides information about the testator's family lineage, often including details about relatives and heirs to clarify inheritance and avoid disputes.
Typically, an individual who wishes to clarify their family relationships and ensure accurate distribution of their estate may choose to file a Genealogical Codicil as part of their estate planning process.
To fill out a Genealogical Codicil, include your name, date, and the details about your family members such as names, relationships, dates of birth, and any other relevant information that reflects your lineage and heirs.
The purpose of a Genealogical Codicil is to provide clarity regarding family relationships, assist in the identification of heirs, and ensure that the testator's wishes regarding the distribution of their estate are understood and honored.
Information that must be reported includes the names of family members, their relationships to the testator, dates of birth, and any pertinent details that outline the family tree and clarify inheritance rights.
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