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SPRING 2015In This Issue: Susan L. Poland (Churchill 1977) Memories of CambridgeA Note from the Planned Giving TeamMaking a Gift by Beneficiary Designation1209 Society OverviewLeaving your legacy
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Leaving your legacy at is a documentation process intended to outline an individual's intentions for their assets and responsibilities after their death.
Typically, the executor of the estate or the individual named in the will is required to file leaving your legacy at.
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The purpose of leaving your legacy at is to ensure clarity in the distribution of assets, minimize disputes among heirs, and fulfill the deceased's wishes.
Information required includes a list of assets, property valuations, debts owed, names of beneficiaries, and any specific instructions for asset distribution.
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