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LEGACY (BEQUEST) INSTRUCTIONS Legacy gifts (bequests) can be made to your donor advised fund under your Will. Please complete a Donor Application to record your wishes. If you have an existing donor
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How to fill out legacy bequest instructions

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How to fill out legacy bequest instructions

01
Start by gathering all the necessary information and documents related to your assets and beneficiaries.
02
Decide which assets you want to include in your legacy bequest and determine the specific instructions for each asset.
03
Consult with a legal professional specializing in estate planning to ensure your legacy bequest instructions comply with the applicable laws and regulations.
04
Clearly outline the beneficiaries and their respective shares in your legacy bequest instructions.
05
Specify whether the assets should be transferred directly to the beneficiaries or through a trust.
06
Include any conditions or restrictions for the beneficiaries to meet in order to receive the bequest.
07
Provide guidance on how to handle any remaining assets or funds after the distribution of the bequest.
08
Review and update your legacy bequest instructions periodically to reflect any changes in your circumstances or preferences.

Who needs legacy bequest instructions?

01
Anyone who wishes to leave a lasting legacy and have control over the distribution of their assets after their passing may consider creating legacy bequest instructions.
02
Individuals who want to ensure that their loved ones, charitable organizations, or other beneficiaries receive specific assets or monetary gifts can benefit from having legacy bequest instructions.
03
People who have sizable estates or complex financial situations may find it particularly helpful to have detailed legacy bequest instructions to avoid potential disputes or confusion among their beneficiaries.
04
Furthermore, individuals who want to minimize estate taxes and maximize the benefits for their beneficiaries may also find legacy bequest instructions advantageous.
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Legacy bequest instructions are legal documents that specify how a person's assets and belongings are to be distributed after their death.
Individuals who want to ensure their assets are distributed according to their wishes are required to file legacy bequest instructions.
Legacy bequest instructions can be filled out with the assistance of an attorney or using online templates that help guide individuals through the process.
The purpose of legacy bequest instructions is to provide clarity and guidance on how a person's assets should be distributed after their death.
Legacy bequest instructions must include details on all assets, beneficiaries, and specific instructions on how each asset should be distributed.
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