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PLANNING YOUR WILL A worksheet to prepare for meeting with an Abundance Canada gift planning consultant. FAMILY Informational: #1 Full legal name aka: (né) DOB #2 Full legal name aka: (né) DOB Single
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How to fill out planning your will
How to fill out planning your will
01
Start by making a list of all your assets and liabilities.
02
Determine who you want to include in your will as beneficiaries.
03
Select an executor who will be responsible for carrying out your wishes.
04
Consult with a lawyer or estate planning professional to prepare the necessary documents.
05
Clearly specify how you want your assets to be distributed among your beneficiaries.
06
Consider appointing a guardian for any minor children you may have.
07
Review and update your will periodically to reflect any changes in your circumstances or wishes.
08
Store your will in a safe and accessible place, and inform your loved ones of its location.
Who needs planning your will?
01
Planning your will is important for anyone who wants to ensure that their assets are distributed according to their wishes after their death.
02
It is especially crucial for individuals who have dependents or specific desires regarding their estate.
03
No matter your age or financial situation, having a will can provide peace of mind and help prevent potential conflicts or disputes among your loved ones.
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What is planning your will?
Planning your will involves outlining how you want your assets to be distributed after your death.
Who is required to file planning your will?
Anyone who wishes to designate beneficiaries for their assets should file a will.
How to fill out planning your will?
To fill out a will, you can consult with a lawyer or use online templates to document your wishes.
What is the purpose of planning your will?
The purpose of planning your will is to ensure that your assets are distributed according to your wishes after your death.
What information must be reported on planning your will?
Information that should be included in a will typically includes details about your assets, beneficiaries, and executor.
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