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Sutter Medical Center Foundation Suggested Bequest Language Overview Your will should be drafted or amended by an attorney knowledgeable in estate planning and the laws of the state in which you reside.

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How to fill out your will should be

01

Start by gathering all your important documents, such as property deeds, bank account statements, and insurance policies.

02

Make a list of all your assets and liabilities, including any real estate, investments, debts, and loans.

03

Decide how you want your assets to be distributed and make a list of the beneficiaries.

04

Choose an executor who will be responsible for carrying out your wishes and handling the administrative work.

05

Consult with an attorney or use an online will-making service to draft your will.

06

Include specific instructions for any sentimental or valuable items that you want to leave to specific individuals.

07

Sign your will in the presence of witnesses and have them sign as well.

08

Keep your will in a safe and accessible place, and inform your loved ones about its existence and location.

09

Review and update your will regularly, especially after major life events like marriage, divorce, or the birth of children.

10

Consider creating a living will and a power of attorney document to address healthcare decisions and financial matters in case of incapacitation.

Who needs your will should be?

01

Everyone should have a will regardless of their age or wealth.

02

Minors under the age of 18 need a will to designate guardianship and manage their assets.

03

Parents with young children should have a will to provide instructions for the care and upbringing of their children in case of their untimely demise.

04

Individuals with significant assets, multiple properties, or business interests should have a will to ensure their assets are distributed according to their wishes.

05

Elderly individuals should have a will to outline their end-of-life preferences, including healthcare decisions and funeral arrangements.

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What is your will should be?

Your will should clearly outline how you want your assets to be distributed after your death.

Who is required to file your will should be?

You are required to file your will with the appropriate legal authorities.

How to fill out your will should be?

You can fill out your will by consulting with a lawyer or using an online will-making tool.

What is the purpose of your will should be?

The purpose of your will is to ensure that your assets are distributed according to your wishes after your death.

What information must be reported on your will should be?

Your will must include details of your assets, beneficiaries, and executor.

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