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Logic's Colorado Wills & Trusts WORKSHEET Copyright Logic, LLC, a Florida limited liability company 20032013. Copyright Expert Systems Publishing Company 19892002.CLIENT INFORMATION (Questions 20
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Start by gathering all the necessary information, including personal details, assets, and beneficiaries.
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Begin the form by entering your personal information, including your full name, address, and contact details.
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Provide details about your family members, including spouses, children, and other dependents.
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Specify the assets you wish to include in the will, such as properties, bank accounts, investments, and personal belongings.
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Determine how you want your assets to be distributed among your beneficiaries. Clearly mention the percentage or specific items each person should receive.
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Consider appointing an executor to handle the distribution of assets and fulfill your wishes as stated in the will.
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Make provisions for alternate beneficiaries or organizations to inherit your assets in case the primary beneficiaries are unable to receive them.
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If you have minor children, appoint a guardian who will take responsibility for them in the event of your demise.
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Specify any other specific instructions or wishes you may have, such as funeral arrangements or the establishment of trusts.
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Review the completed will carefully to ensure all the information is accurate and reflects your intentions.
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Sign and date the will in the presence of witnesses who are not beneficiaries or closely related to beneficiaries.
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