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PLANNING YOURLEGACYA GUIDE TO PROVIDING FOR YOUR FAMILY AND SUPPORTING THE CAUSES YOU CARE Adjustable of Contents IntroductionPlanning Your Legacy___4 Estate Planning Documents___61. You and Your

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This document helps individuals plan their legacy by outlining their wishes for the distribution of assets and belongings after they pass away.

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Information such as desired beneficiaries, distribution of assets, specific belongings to be passed on, and any additional requests related to legacy planning must be reported on this document.

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