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The following information and opinions are provided courtesy of Wells Fargo Bank, N.A. Why Your Estate Plan May Not Work: Basic Steps to Plan Implementation Prepared by:In this white paper Wells Fargo

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What is why your estate plan?

An estate plan is a legal document that outlines how a person's assets will be distributed upon their death.

Who is required to file why your estate plan?

Anyone who wants to ensure their assets are distributed according to their wishes after their death should have an estate plan.

How to fill out why your estate plan?

To fill out an estate plan, you will need to gather information about your assets, beneficiaries, and any special instructions you want to include.

What is the purpose of why your estate plan?

The purpose of an estate plan is to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after your death.

What information must be reported on why your estate plan?

You must report information such as your assets, beneficiaries, and any special instructions you want to include in your estate plan.

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