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Get the free A Guide to Wills for Cancer PatientsCity Bar Justice Center

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A GUIDE TO WILLS FOR CANCER PATIENTS PUBLICATION OF THE CANCER ADVOCACY PROJECT OF THE CITY BAR JUSTICE CENTERSupported by a grant from Judges and Lawyers Breast Cancer Alert (JAL BCA)City Bar Justice
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How to fill out a guide to wills

01
To fill out a guide to wills, follow these steps:
02
Begin by gathering all the necessary information, such as your personal details, assets, and beneficiaries.
03
Start with the introduction section, where you will provide your full name and declare that you are of sound mind and legal age to create a will.
04
Next, outline your assets and include specific details like bank accounts, properties, investments, and valuables.
05
Specify how you want your assets to be distributed among your beneficiaries. You can allocate percentages or specify particular items for each individual or organization.
06
Designate an executor who will be responsible for carrying out the instructions outlined in your will.
07
If you have minor children, appoint a guardian who will take care of them in the event of your passing.
08
Include any additional instructions or wishes you may have, such as funeral arrangements or charitable donations.
09
Sign the document in the presence of witnesses, ensuring that they also sign and date the will.
10
Store the completed guide to wills in a safe place, such as a locked box or with your attorney, and inform your loved ones about its existence and location.
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Remember to review and update your will periodically to reflect any changes in your circumstances or preferences.

Who needs a guide to wills?

01
A guide to wills can be helpful for various individuals, including:
02
- Anyone who wants to ensure that their assets are distributed according to their wishes after their passing.
03
- Individuals with significant assets, such as properties, investments, or business interests.
04
- People who want to provide for their minor children or appoint a guardian to care for them.
05
- Those who wish to minimize potential conflicts or confusion among their beneficiaries.
06
- Individuals who have specific instructions or wishes regarding their funeral arrangements or charitable donations.
07
- People who want to appoint an executor to handle the administration of their estate.
08
- Anyone over the legal age to create a will and of sound mind.
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A guide to wills is a resource that provides information on how to create, organize, and file a will, ensuring that an individual's desires regarding their estate are documented and legally binding.
Typically, individuals who wish to ensure their estate is handled according to their wishes upon their death are required to file a guide to wills.
To fill out a guide to wills, individuals need to gather necessary information, including details about their assets, beneficiaries, and any specific instructions for their estate, and then complete the required forms in accordance with local regulations.
The purpose of a guide to wills is to provide individuals with the information they need to create a legally binding will, ensuring their wishes regarding the distribution of their assets are respected after their passing.
The information that must be reported typically includes the testator's personal details, a list of assets, named beneficiaries, any debts or obligations, and specific instructions for asset distribution.
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