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Summer 2012Leave a Legacy1112 Board of
DirectorsCommunications
CouncilCommunity
CouncilFinance
CouncilMembership
CouncilSantas Shoppe2Donna CowanStephanie Monroe TillersonMary Ann ClelandMelissa Coy
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How to fill out leave a legacy

How to fill out leave a legacy
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03
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What is leave a legacy?
Leave a legacy is a process where an individual or organization plans and arranges to pass on assets, property, or values to future generations or a charitable cause.
Who is required to file leave a legacy?
Anyone who wishes to plan for how their assets or property will be distributed after their passing may choose to file leave a legacy.
How to fill out leave a legacy?
Leave a legacy can be filled out by working with an estate planning attorney or financial advisor to create a will or trust that outlines the desired distribution of assets.
What is the purpose of leave a legacy?
The purpose of leave a legacy is to ensure that one's assets are distributed according to their wishes, whether it be to family members, friends, or charitable organizations.
What information must be reported on leave a legacy?
Information such as beneficiaries, assets, property, and any specific instructions for distribution must be included in leave a legacy documents.
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