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LEG ACY GUI DE TO GI V I Not o: Student s at Crystal Cove, TYPES OF BEQUESTS
AND SUGGESTED WILL
CLAUSES
SPECIFIC BEQUESTRESIDUAL BEQUESTCONTINGENT Bequeathed giving a specific bequest, you
designate
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Gather all the necessary legal documents and information such as wills, trusts, insurance policies, and estate plans.
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What is legacy guide?
Legacy guide is a document that provides instructions on how to handle and distribute one's assets and possessions after their death.
Who is required to file legacy guide?
Anyone who wishes to ensure that their assets are distributed according to their wishes after their death is required to file a legacy guide.
How to fill out legacy guide?
To fill out a legacy guide, one must gather information on their assets, debts, beneficiaries, and any specific instructions for distribution. It is recommended to seek legal advice when preparing a legacy guide.
What is the purpose of legacy guide?
The purpose of a legacy guide is to provide clear instructions on how to distribute one's assets and possessions after their death, ensuring that their wishes are carried out.
What information must be reported on legacy guide?
Information such as assets, debts, beneficiaries, funeral arrangements, and any specific requests for distribution must be reported on a legacy guide.
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