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LEAVING A BEQUEST Please print this form, complete and post it to: Address: McTell Institute PO BOX 21552 World Square NSW 2002 Email: McTell mckellinstitute.org.AU Website: www.mckellinstitute.org.au

How to fill out leaving a bequest

How to fill out leaving a bequest:

1. Begin by considering your assets and determining what you would like to leave as a bequest. This may include property, money, investments, or valuable possessions.
2. Next, decide who you would like to leave your bequest to. This could be family members, friends, charities, or organizations that you support.
3. Consult with an attorney or estate planner to discuss the necessary legal documents and procedures involved in leaving a bequest. They can guide you through the process and ensure that your wishes are properly documented.
4. Create a will or update your existing will to include your bequest. Be sure to clearly specify the beneficiaries and the specific assets or amount you wish to leave to each.
5. Consider if you would like to include any conditions or restrictions on your bequest. For example, you may require the funds to be used for a certain purpose or want the bequest to be given at a specific time.
6. Name an executor or trustee who will be responsible for ensuring that your bequest is carried out according to your wishes. This person should be someone you trust and who understands your intentions.
7. Review and update your bequest periodically to reflect any changes in your circumstances or intentions. It's important to keep your bequest up to date and make any necessary adjustments as needed.

Who needs leaving a bequest:

1. Individuals who want to have a say in how their assets are distributed after their passing often choose to leave a bequest in their will.
2. The decision to leave a bequest is particularly important for those who have specific wishes for their assets and want to ensure that they are carried out.
3. Leaving a bequest can be especially meaningful for individuals who have a strong connection to a particular cause, charity, or organization and want to provide ongoing support even after they are gone.

In summary, filling out a bequest involves carefully considering your assets, determining the beneficiaries, consulting with professionals, creating or updating your will, and periodically reviewing your bequest. Leaving a bequest is an option for individuals who want to have control over the distribution of their assets and wish to make a lasting impact on causes they care about.

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What is leaving a bequest?

Leaving a bequest is the act of leaving a gift or inheritance to someone in a will.

Who is required to file leaving a bequest?

Individuals who have assets to pass on through a will are required to file leaving a bequest.

How to fill out leaving a bequest?

To fill out leaving a bequest, one must consult with a legal professional or use a will template to outline the assets and beneficiaries.

What is the purpose of leaving a bequest?

The purpose of leaving a bequest is to ensure that one's assets are distributed according to their wishes after their passing.

What information must be reported on leaving a bequest?

Information such as the details of the assets being passed on, the names of beneficiaries, and any specific instructions must be reported on leaving a bequest.