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YOUR JOURNEY CONTINUES. Welcome to a retirement plan with your success in mind. Inspiring you no matter what level you're on. Announcing the move to a new retirement plan service provider for the
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01
Gather all necessary information and documents such as personal details, assets, debts, and beneficiaries.
02
Choose an executor who will oversee the distribution of your assets and ensure your wishes are followed.
03
Consult with an attorney or use an online template to create a will that clearly outlines how you want your assets to be distributed.
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Sign and date the will in the presence of witnesses who are not beneficiaries and have them do the same.
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Store the original copy of the will in a safe place, such as a safe deposit box, and inform your executor or loved ones of its location.

Who needs will you really live?

01
Anyone who wants to ensure their assets are distributed according to their wishes after their passing.
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Parents who want to designate guardians for their children in the event of their untimely death.
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Individuals with significant assets or complex family situations who want to avoid potential conflicts among beneficiaries.
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Those who want to make charitable donations or leave specific gifts to loved ones.
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Will you really live is a legal document that allows an individual to specify how they want their assets to be distributed after their death.
Any individual who wants to ensure their assets are distributed according to their wishes after their death is required to file a will you really live.
To fill out a will you really live, you need to list your assets, specify who will inherit them, and appoint an executor to carry out your wishes.
The purpose of a will you really live is to ensure that your assets are distributed according to your wishes after your death.
Information such as your assets, beneficiaries, and executor must be reported on a will you really live.
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