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SMITH WATTS & ASSOCIATES, LLC LAST WILL AND TESTAMENT INFORMATION SHEET DATE: NAME: ADDRESS: PHONE NUMBERS: (Home)(Work)SOCIAL SECURITY #:Driver's LICENSE #:DATE OF BIRTH:EMAIL:(Mobile)SPOUSES NAME:

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How to fill out last will and testatemnet

01

Start by identifying your assets and liabilities. This includes properties, investments, bank accounts, debts, etc.

02

Decide how you want your assets to be distributed after your death. You can specify different beneficiaries for each asset or provide clear instructions on how they should be divided.

03

Appoint an executor who will be responsible for carrying out your wishes as stated in the will. This can be a trusted family member, friend, or even a lawyer.

04

Consider any specific bequests or special requests you may have. This could include sentimental items, donations to charity, or guardianship of minor children.

05

Meet with a lawyer who specializes in estate planning to draft your last will and testament. They will ensure that it complies with the legal requirements and covers all necessary aspects.

06

Sign and date your will in the presence of witnesses. The number of witnesses required may vary depending on local laws.

07

Store your will in a safe and easily accessible place. Inform your executor or trusted individuals about its location.

08

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

Who needs last will and testatemnet?

01

Anyone who wants to have control over the distribution of their assets and belongings after their death needs a last will and testament.

02

It is particularly important for individuals with dependents, such as minor children, to specify guardianship arrangements in their will.

03

People with significant assets or complex financial situations may also benefit from having a will to ensure their assets are managed and distributed as per their wishes.

04

Even those with relatively modest estates can benefit from a will, as it provides clarity and prevents potential conflicts among family members.

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What is last will and testament?

A last will and testament is a legal document that outlines a person's wishes for the distribution of their assets and the care of their minor children after their death.

Who is required to file last will and testament?

Any individual who wants to ensure their assets are distributed according to their wishes and their minor children are cared for properly.

How to fill out last will and testament?

One can fill out a last will and testament by consulting with a lawyer, using online templates, or writing it out themselves following the legal requirements of their jurisdiction.

What is the purpose of last will and testament?

The purpose of a last will and testament is to provide instructions for the distribution of one's assets and the care of any minor children after their death.

What information must be reported on last will and testatemnet?

The information that must be reported on a last will and testament includes the details of the assets to be distributed, the names of beneficiaries, and any instructions for the care of minor children.

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