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Get the free Gifts From Your Will or Trust: Intention Form

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Planned Giving ProgramPlanned Giving ProgramWe desire to provide a future gift to Baptist Health Care through a provision in my/our estate plans, and by completing this form notify Baptist Health
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How to fill out gifts from your will

01
Start by making a list of all the gifts you want to include in your will.
02
Specify each gift clearly, including the recipient's name, the description of the gift, and any conditions or instructions attached to it.
03
Assign a backup beneficiary in case the primary beneficiary is unable to receive the gift.
04
Consult with an attorney or estate planner to ensure that your will is legally valid and properly reflects your wishes.
05
Sign and date the will in the presence of witnesses, as required by the laws in your jurisdiction.
06
Store your will in a safe and accessible place, making sure to inform your executor or family members of its location.
07
Periodically review and update your will to reflect any changes in your circumstances or relationships.

Who needs gifts from your will?

01
Anyone who wishes to distribute their assets and belongings according to their own wishes after death.
02
Individuals who want to provide for specific family members, friends, or organizations through their will.
03
People who want to minimize potential disputes or conflicts among their loved ones after their passing.
04
Individuals who want to leave a lasting legacy and support causes or charities that are important to them.
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Gifts from your will refer to the specific assets or property that you designate to be given to a beneficiary upon your death, as outlined in your last will and testament.
The executor or personal representative of the estate is required to file gifts from your will, ensuring that all bequests are honored and distributed according to the will's instructions.
To fill out gifts from your will, you should clearly list each gift, specifying the beneficiary's name and relationship to you, the items or assets being given, and any conditions or instructions related to those gifts.
The purpose of gifts from your will is to ensure that your assets are distributed according to your wishes after your death, providing for your loved ones or charitable organizations as you see fit.
The information that must be reported on gifts from your will includes the names of all beneficiaries, the description of the gifts, their fair market value, and any relevant terms or conditions related to the gifts.
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