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In the event of your death, you may wish to nominate the person(s) to whom you would like the Trustees to pay out any benefits due. This form is designed to make the Trustees aware of your wishes.
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How to fill out expression of wishes
How to fill out expression of wishes
01
Gather information about the person's preferences and wishes.
02
Write a heartfelt message expressing your well-wishes and thoughts.
03
Include specific details or memories that show your connection with the person.
04
Use respectful language and be mindful of the person's feelings.
05
Sign and date the expression of wishes to make it official.
Who needs expression of wishes?
01
Individuals who want to express their wishes and desires for their future.
02
People who are planning for important life events such as weddings, funerals, or medical treatment.
03
Those who want to ensure their preferences are known and respected by their loved ones.
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What is expression of wishes?
The expression of wishes is a document that outlines how an individual would like their assets to be distributed after their death.
Who is required to file expression of wishes?
Anyone who wants to specify how their assets should be distributed after their death is required to file an expression of wishes.
How to fill out expression of wishes?
To fill out an expression of wishes, you will need to specify the beneficiaries of your assets and the percentage of the assets they will receive.
What is the purpose of expression of wishes?
The purpose of an expression of wishes is to provide guidance to the executor of the estate on how to distribute the assets according to the wishes of the deceased individual.
What information must be reported on expression of wishes?
The expression of wishes must include the names of the beneficiaries, the percentage of assets each beneficiary will receive, and any specific instructions for distribution.
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