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Get the free Statement of Intentions Beqest Legacy Partners Form v2017 12-30-2016

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Questions? 8009958578 toll-free 9528538417 direct foundation EFA.org www.efcafoundation.orgPlease return to: EFA Foundation 901 E 78th Street Minneapolis, MN 55420EFCA LEGACY PARTNERS STATEMENT OF
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01
Start by providing your personal information, such as your full name, address, and contact details.
02
State the purpose of the statement of intentions bequest clearly and concisely.
03
Include a detailed description of your intentions and wishes regarding the distribution of your assets, properties, or funds after your passing.
04
Specify any specific beneficiaries or organizations that you wish to include in your bequest.
05
Consider consulting with a legal professional to ensure that your statement of intentions bequest complies with all legal requirements and is enforceable.
06
Sign and date the document to make it official and valid.
07
Keep a copy of the statement of intentions bequest for your own records and share another copy with a trusted executor or family member.

Who needs statement of intentions beqest?

01
Anyone who wants to ensure that their assets and properties are distributed according to their wishes after their passing.
02
Individuals who want to allocate specific funds or properties to certain beneficiaries or organizations.
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People who want to provide clear instructions regarding the management or disposal of their assets after their death.
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Individuals who want to avoid potential disputes among family members or beneficiaries regarding the distribution of their estate.
05
Those who want to leave a lasting legacy by supporting charitable organizations or causes through their bequest.
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A statement of intentions bequest is a document that outlines a person's wishes regarding the distribution of their assets after their death, specifically intended for beneficiaries and inheritors.
Typically, individuals who are planning their estate and have designated beneficiaries for their assets are encouraged to file a statement of intentions bequest.
To fill out a statement of intentions bequest, individuals should provide their personal information, details of their assets, and clearly state their wishes regarding the distribution of those assets to specified beneficiaries.
The purpose of a statement of intentions bequest is to clearly communicate a person's wishes regarding the distribution of their estate, reduce disputes among heirs, and ensure that their intentions are legally recognized.
Information that must be reported includes the individual's full name, date of birth, details of assets, names of beneficiaries, and specific instructions on how assets should be distributed.
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