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WISH LIST 2024FAMILY #: ___(will be filled out by Santa Fund) 2024 Budget Per Child: Ages 02: $115.00 Ages 36: $155.00 Ages 710: $175.00 Ages 1114: $210.00 Ages 1518: $235.00New Policies This Year:1)
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How to fill out will be filled out

01
Identify the assets you wish to include in your will.
02
Choose an executor who will manage the distribution of your assets.
03
Clearly state your beneficiaries and what each will receive.
04
Specify guardians for any minor children if applicable.
05
Sign the will in the presence of at least two witnesses, following local laws.
06
Consider having your will notarized for added legal security.
07
Store the original will in a safe place and inform your executor of its location.

Who needs will be filled out?

01
Anyone with assets they wish to distribute after their death.
02
Parents with minor children to designate guardians.
03
Individuals in a relationship wishing to provide for their partner.
04
People wanting to prevent disputes among heirs.
05
Those who want to express specific funeral or burial wishes.
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The document that will be filled out is typically a tax return or a legal form relevant to personal or business financial matters.
Individuals or entities whose financial situation triggers a filing requirement, such as income thresholds for tax returns or specific legal obligations for businesses.
To fill it out, gather all necessary information and documents, follow the instructions provided, and ensure all fields are completed accurately before submission.
The purpose is to report financial information to the relevant authorities, ensuring compliance with legal requirements and facilitating proper assessment of taxes or legal standing.
Typically, personal identification details, income sources, deductions, credits, and any other relevant financial data need to be reported.
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