A Guide to Planning Your Legacy

PLANNING YOUR LEGACY AT HAVERGAL

The Process

We have designed A Guide to Planning Your Legacy for your benefit. Please take the time to move through the different sections. You may, however, need to come back later and fill in more detailed information. Most of this information you will know or already have readily available.

How do I get started?

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Write down what you own. It is important to understand what property you own and what property will be transferred through your estate. You can use this guide to help you with this process. Work with an attorney. There are many knowledgeable estate planning attorneys. Your completed guide will assist them in preparing the necessary estate planning documents. It’s best to ask an attorney questions and to express your wishes for your estate. Know how property is transferred. Some property is transferred by will or trust and some is transferred by a beneficiary designation or other form. You need to know how your property may be transferred as you desire. Your attorney can help you with this process. Sign your estate planning documents and medical directives. Finally, it is important to sign the documents that correctly express your wishes and desires, both for your property and for your potential future personal care needs. Be mindful to date and sign your will.

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