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WILL & ESTATE PLANNING GUIDE FOR: ___ (name)AND ___ (name)DATED: ___, 20___#210, 4954 Richard Road SW Calgary, AB T3L 6E1 Phone: 403.2888855 ext 226 Fax: 403.2888659WILL & ESTATE PLANNING GUIDE2Why

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How to fill out will what it means

01

Determine your assets and liabilities.

02

Decide who you want to inherit your assets.

03

Choose an executor to carry out your wishes.

04

Write the will in accordance with your state's laws.

05

Sign the will in the presence of witnesses.

06

Store the will in a safe place and inform your loved ones of its location.

Who needs will what it means?

01

Anyone who wants to ensure that their assets are distributed according to their wishes after they pass away.

02

A will is a legal document that outlines how a person's assets and property should be distributed after their death.

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What is will what it means?

Will, also known as a last will and testament, is a legal document that specifies how a person's assets and properties should be distributed after their death.

Who is required to file will what it means?

Any individual who wishes to designate beneficiaries for their assets and properties after their death is required to file a will.

How to fill out will what it means?

A will is typically filled out with the assistance of a legal professional, who can help ensure that it meets all legal requirements and accurately reflects the individual's wishes.

What is the purpose of will what it means?

The purpose of a will is to provide clear instructions for the distribution of assets and properties, prevent disputes among family members, and minimize estate taxes.

What information must be reported on will what it means?

A will typically includes information about the person's assets, beneficiaries, executor, and any specific instructions for asset distribution.

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