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Legacy Intention PLEASE KEEP A COPY OF THIS DOCUMENT FOR YOUR RECORDS AND SEND ONE TO YOUR ATTORNEY. By completing this form and returning it to us, you become a member of our Legacy Society! Full

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What is legacy intention?

Legacy intention is a legal document that outlines an individual's wishes regarding the distribution of their assets after their death.

Who is required to file legacy intention?

Any individual who wants to ensure that their assets are distributed according to their wishes is required to file a legacy intention.

How to fill out legacy intention?

To fill out a legacy intention, one must list all their assets, specify the beneficiaries, and designate an executor to ensure that their wishes are carried out.

What is the purpose of legacy intention?

The purpose of legacy intention is to provide clarity and guidance on how an individual's assets should be distributed after their death.

What information must be reported on legacy intention?

Information such as the individual's assets, beneficiaries, executor, and any specific instructions for the distribution of assets must be reported on a legacy intention.

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