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Leaving a Legacy to WON: Information Pack The Whitley Fund for Nature is a Registered Charity No. 1081455 Registered Office: Calder & Co., 16 Charles II Street, London SW1Y 4NW www.whitleyaward.org
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How to fill out a legacy to:

01
Gather important documents and information: Start by collecting all the necessary paperwork, including legal documents, financial records, and personal information that will help in the process of leaving a legacy. This may include wills, trusts, insurance policies, and account information.
02
Identify your goals and wishes: Determine what you want to achieve with your legacy. It could be leaving a financial inheritance to loved ones, donating to a charitable organization, or preserving your family history and traditions. Clearly defining your goals will help you make informed decisions throughout the process.
03
Seek professional advice: Consider consulting with a lawyer or an estate planning attorney who specializes in legacy planning. They can guide you through the legal aspects, ensure your documents are in order, and provide valuable advice based on your specific situation.
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Choose beneficiaries and designate assets: Decide who you want to include as beneficiaries in your legacy and specify the assets they will receive. This could include family members, friends, charitable organizations, or even pets. Be clear and specific in naming beneficiaries and describing the assets or amounts they will receive.
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Appoint an executor or trustee: Select a trusted person who will be responsible for carrying out your wishes and managing your estate after you pass away. This person will ensure that your legacy is handled according to your instructions and will handle any necessary legal and administrative tasks.

Who needs a legacy plan?

01
Individuals who want to ensure their assets are distributed according to their wishes.
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Individuals who want to preserve their family history and pass on their values and traditions to future generations.
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Bleaving a legacy is leaving something behind for future generations or setting up a lasting impact on society or individuals.
Anyone who wants to leave a lasting impact or make a difference is encouraged to file a legacy.
To fill out a legacy, one can document their wishes, values, beliefs, or assets to pass on to future generations.
The purpose of leaving a legacy is to create a positive impact, preserve memories, or support causes that are important to the individual.
Information such as assets, values, beliefs, wishes, or instructions on how to carry on the legacy should be reported.
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