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EMPLOYEE ID# NAME ADDRESS CITYZIPPHONEGive online:STATEProvidenceOregon.org/givingPREFERRED Email would like to learn more about naming Providences ONE:in my will or as a beneficiary of my retirement

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How to fill out in my will or

01

To fill out your will, follow these steps:

02

Start by identifying yourself. Include your full legal name, date of birth, and address.

03

Designate an executor. This is the person who will be responsible for carrying out the instructions in your will.

04

Specify your beneficiaries. These are the individuals or organizations who will inherit your assets.

05

Outline how you want your assets to be distributed. Be specific about the conditions or limitations you want to impose.

06

Include provisions for guardianship if you have minor children.

07

Name an alternate executor or guardian in case your primary choices are unable or unwilling to fulfill their roles.

08

Sign your will in the presence of witnesses. Requirements for witnesses may vary depending on your jurisdiction.

09

Consider consulting with an attorney to ensure your will complies with legal requirements and addresses your specific needs.

10

Keep your will in a safe place and inform your loved ones or executor of its location.

11

Remember to review and update your will periodically, especially if you experience significant life changes.

Who needs in my will or?

01

Anyone who has assets, properties, or belongings that they want to distribute after their death should have a will.

02

If you have specific preferences for how your assets will be divided, a will allows you to express those wishes.

03

Individuals with minor children can use a will to designate guardianship and ensure their children are cared for according to their wishes.

04

Even if you don't have substantial assets, a will can simplify the process for your loved ones and minimize potential disputes.

05

Having a will can provide peace of mind and help avoid unnecessary legal complications after your passing.

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What is in my will or?

Your will typically includes details such as the distribution of your assets, the appointment of guardians for minor children, and the designation of an executor to manage your estate.

Who is required to file in my will or?

Generally, the executor named in your will is responsible for filing it with the appropriate probate court.

How to fill out in my will or?

To fill out a will, you should specify your assets and how you want them distributed, designate an executor, and cite guardians for any dependents. It's recommended to consult a legal professional.

What is the purpose of in my will or?

The purpose of a will is to communicate your wishes regarding the distribution of your property and responsibilities upon your death, ensuring that your preferences are honored.

What information must be reported on in my will or?

Your will must include your full name, date, and location of execution, a statement revoking prior wills, identification of your beneficiaries, and specific bequests.

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