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Legacy Legal Plan Quality Estate Planning P.O. Box 221138 San Diego California 921921138 8008370409 8585359288 (fax) Dear Financial Advisor, Until recently providing estate planning services has been

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What is legacy legal plan?

Legacy legal plan is a document that outlines an individual's wishes regarding their estate and assets after they pass away.

Who is required to file legacy legal plan?

Any individual who wants to ensure that their assets are distributed according to their wishes after their death is required to file a legacy legal plan.

How to fill out legacy legal plan?

Legacy legal plans can be filled out with the assistance of an attorney specializing in estate planning or using online templates and guidance.

What is the purpose of legacy legal plan?

The purpose of a legacy legal plan is to clearly outline how an individual wants their assets distributed, in order to avoid conflicts among family members and ensure their wishes are carried out.

What information must be reported on legacy legal plan?

A legacy legal plan typically includes information on the individual's assets, beneficiaries, guardianship of minors, and any specific requests for the distribution of assets.

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