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Chevron UK What Your Survivors Will Need to Know Pensioners Prepared by the Chevron UK Pensioners Association August 2013 Contents 1 Introduction 2 Work Sheet 1 Personal Information 5 Work Sheet 2
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How to fill out what your survivors will:

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Gather information: Start by collecting all the necessary information about your assets, beneficiaries, debts, and any specific instructions you have for your survivors. This includes details about your bank accounts, investments, insurance policies, real estate properties, and personal belongings.
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Appoint an executor: Choose someone you trust to act as the executor or personal representative of your estate. This person will be responsible for carrying out your wishes and managing the distribution of your assets.
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Determine beneficiaries: Decide who will receive your assets after your passing. This can include family members, friends, or organizations. Consider their needs and circumstances while making this decision.
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Consult professionals: Seek assistance from a lawyer or estate planner to ensure that your will is legally valid and properly executed. They can provide guidance on relevant laws and help you understand potential challenges and implications.
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Specify guardianship: If you have minor children, it is crucial to name a guardian who will be responsible for their care in the event of your demise. Choose someone who shares your values and whom you believe will provide a loving and nurturing environment for your children.

Who needs what your survivors will:

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Family members: Your loved ones, such as your spouse, children, or parents, may rely on your will to understand how your assets and belongings will be distributed. This will help provide clarity and prevent conflicts amongst family members.
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A last will and testament is a legal document that specifies how a person's assets and belongings will be distributed after their death.
Any individual who wants to ensure their wishes are carried out after their death should file a last will and testament.
You can fill out a last will and testament by clearly outlining your wishes regarding the distribution of your assets, selecting an executor to carry out those wishes, and signing the document in front of witnesses.
The purpose of a last will and testament is to ensure that your assets are distributed according to your wishes after your death, and to minimize disputes among your survivors.
A last will and testament must include details about your assets, beneficiaries, executor, and any specific wishes you may have for the distribution of your assets.
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