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FAMILY AND EXECUTOR INSTRUCTIONAL GUIDELINES Charlotte A. Dougherty, CFP Andrew S. Tesco, CFP John E. Dougherty III, MBA, CFP, CPC Dougherty & Associates Towers of KenwoodEast 8044 Montgomery Rd.,

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How to fill out family and executor instructional

01

Read the instructions carefully before starting.

02

Gather all necessary information about your family members and executor.

03

Fill out all the required fields accurately and legibly.

04

Double check all information for accuracy before submitting.

05

If you have any questions, seek clarification from the appropriate authority.

Who needs family and executor instructional?

01

Individuals who are looking to properly plan their estate and ensure smooth family transitions after their passing.

02

People who want to designate a trusted person to carry out their final wishes as their executor.

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What is family and executor instructional?

Family and executor instructional refers to a set of guidelines or forms that help families and executors manage the estate of a deceased person, ensuring proper distribution of assets and adherence to legal requirements.

Who is required to file family and executor instructional?

The executor of the estate, typically appointed by the deceased or the court, is required to file family and executor instructional along with any necessary documents related to estate management.

How to fill out family and executor instructional?

To fill out family and executor instructional, the executor should gather relevant information about the deceased's assets, debts, beneficiaries, and follow the specific formatting guidelines provided in the instructional document.

What is the purpose of family and executor instructional?

The purpose of family and executor instructional is to provide a structured approach for the executor to manage the estate, ensuring compliance with legal requirements and proper communication with the involved parties.

What information must be reported on family and executor instructional?

Information required includes the deceased's personal details, a list of assets and liabilities, beneficiary information, and any relevant financial statements.

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