
Get the free A Living Legacy - Gov.uk
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Academy and free
school: master
funding agreement
December 2014Contents
SUMMARY SHEET .....................................................................................................................
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How to fill out a living legacy

How to fill out a living legacy
01
Step 1: Start by gathering all important documents such as wills, medical directives, and financial records.
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Step 2: Make a list of all your assets, including bank accounts, investments, properties, and insurance policies.
03
Step 3: Identify your beneficiaries and determine how you want your assets to be distributed.
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Step 4: Decide who will be responsible for managing your affairs after you pass away. This could be a family member, friend, or a professional executor.
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Who needs a living legacy?
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Anyone who wants to ensure their wishes are followed after they pass away can benefit from creating a living legacy.
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People with significant assets or complex financial situations may especially find a living legacy helpful in ensuring a smooth transition of their estate.
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Those who want to provide guidance and support to their loved ones, even when they're no longer around, can also benefit from a living legacy.
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What is a living legacy?
A living legacy is a document or plan created by an individual to pass on their values, beliefs, and life lessons to future generations.
Who is required to file a living legacy?
Any individual who wants to ensure that their values and beliefs are passed on to future generations may choose to create and file a living legacy.
How to fill out a living legacy?
To fill out a living legacy, one can start by reflecting on their values, beliefs, and life lessons, and then document them in a written format or through other mediums such as audio or video recordings.
What is the purpose of a living legacy?
The purpose of a living legacy is to preserve and share one's values, beliefs, and life lessons with future generations, ensuring that their legacy lives on after they are gone.
What information must be reported on a living legacy?
A living legacy may include personal values, beliefs, life lessons, family history, cultural traditions, and any other information that the individual wishes to pass on to future generations.
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