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CONFIDENTIAL INTENTION Former Donor, We realize that many people who plan to support Episcopal High School through their estate and/ or financial plans prefer to keep their intentions private. However,

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How to fill out confidential legacy intention form

01

Obtain the confidential legacy intention form from the appropriate party (such as an attorney, financial planner, or estate executor).

02

Fill in your personal information, including your full name, address, and contact information.

03

Specify your intentions for your legacy, including how you want your assets to be distributed and any specific instructions or requests.

04

Sign and date the form in the presence of a witness or notary public, depending on the requirements of your jurisdiction.

05

Keep a copy of the completed form for your records, and provide a copy to the designated party who will handle your legacy.

Who needs confidential legacy intention form?

01

Individuals who want to ensure that their assets are distributed according to their wishes after their passing.

02

Those who want to provide specific instructions or requests for their legacy that may not be covered in a standard will or estate plan.

03

People who want to keep the details of their legacy intentions confidential and not disclosed to the public or other parties.

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What is confidential legacy intention form?

The confidential legacy intention form is a document used to express an individual's wishes regarding the distribution of their assets after death while maintaining privacy.

Who is required to file confidential legacy intention form?

Individuals who have specific wishes about their estate planning and want to ensure their intentions are documented and respected after their passing are required to file this form.

How to fill out confidential legacy intention form?

To fill out the confidential legacy intention form, individuals should provide their personal information, detail their specific wishes regarding the distribution of their assets, and, if needed, consult with a legal advisor to ensure compliance with applicable laws.

What is the purpose of confidential legacy intention form?

The purpose of the confidential legacy intention form is to provide clarity on an individual's final wishes and ensure that their intentions are carried out properly, minimizing potential disputes among heirs.

What information must be reported on confidential legacy intention form?

The information required on the confidential legacy intention form typically includes the individual's personal details, a list of assets, specific distributions, and any special considerations or instructions regarding the estate.

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