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Get the free Make a bequest. - St Catherine's School - stcatherines nsw edu

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The scholarship commenced in 1994 and continues today to recognize .... of the Fielding Fellowship, please complete this form and return it to the school. This is ...
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How to fill out make a bequest:

01
Begin by considering your assets and determining what you would like to leave as a bequest. This can include property, money, investments, or personal belongings.
02
Next, decide who you would like to be the beneficiaries of your bequest. These can be individuals, organizations, or charities that you feel strongly about supporting.
03
Consult with an attorney or estate planner who specializes in bequests to ensure that your wishes are legally binding and properly executed. They can guide you through the process and provide expert advice.
04
Determine if you would like to make a specific bequest, where you designate a particular item or amount of money, or a residuary bequest, where you leave a portion or percentage of your estate after other bequests and expenses.
05
Consider any contingencies or conditions you would like to place on your bequest, such as the beneficiary reaching a certain age or the funds being used for a specific purpose.
06
Finally, review and update your bequest regularly to reflect any changes in your assets, beneficiaries, or wishes.

Who needs to make a bequest:

01
Individuals who want to leave a lasting legacy and make a positive impact on the lives of others.
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Those who have specific wishes for how their assets are distributed after they pass away.
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Individuals who want to support causes, organizations, or charities that align with their values and beliefs.
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Anyone who wants to provide financial support to loved ones, friends, or family members in a meaningful and impactful way.
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People who want to ensure their assets are distributed according to their wishes and are not subject to probate or other legal complications after their death.
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A bequest is a gift of personal property or money left to an individual or organization in a will.
The executor of the deceased person's estate is responsible for filing the bequest.
To fill out a bequest, the executor must list the specific items or amount of money being left to the beneficiary.
The purpose of a bequest is to ensure that the deceased person's assets are distributed according to their wishes.
The bequest must include details of the beneficiary, the specific items being left, and any conditions or restrictions on the gift.
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