Get the free WILL AND POWER OF ATTORNEY CHECKLIST - mathewslaw
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Amended : March 21, 2013, WILL AND POWER OF ATTORNEY CHECKLIST 1. CLIENT INFORMATION: FULL LEGAL NAME: ADDRESS: HOME TELEPHONE: WORK TELEPHONE: CELLULAR TELEPHONE: EMAIL ADDRESS: OCCUPATION: BUSINESS
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How to fill out will and power of
How to fill out will and power of
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Gather all necessary information about your assets, debts, and beneficiaries.
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Decide who you want to appoint as your executor and provide their contact information.
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Consult with an attorney to draft your will and power of attorney documents or use an online template.
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Include specific instructions for distributing your assets and appointing guardians for minor children, if applicable.
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Sign your will and power of attorney documents in the presence of witnesses and have them sign as well.
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Regularly review and update your will and power of attorney as your circumstances change.
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Anyone who wants to have control over how their assets and properties are distributed after their death.
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People with significant assets or complicated financial situations that require specific instructions for their distribution.
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Those who want to minimize conflicts among family members or other potential beneficiaries.
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