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Member ServicesFinancial Protectionism insurance Will and trust preparationservicesPreparing a will is one of the most important things you can do for your loved ones. But some people don't consult

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What is will and trust?

A will is a legal document that outlines a person's wishes regarding how their property and assets should be distributed after their death. A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries.

Who is required to file will and trust?

Individuals who want to ensure their assets are distributed according to their wishes after their death are required to file a will and trust.

How to fill out will and trust?

To fill out a will and trust, individuals should consult with a lawyer or use online resources to create the necessary legal documents outlining their wishes for the distribution of assets.

What is the purpose of will and trust?

The purpose of a will and trust is to ensure that a person's assets are distributed according to their wishes after their death, and to potentially avoid probate and minimize estate taxes.

What information must be reported on will and trust?

Information reported on a will and trust typically includes details on the distribution of assets, appointment of a guardian for minor children, and designation of a trustee to manage assets for beneficiaries.

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