Estate Plan Information (Page 7 of 7) in pdf

Estate Plan Information Page 7

VI. FUNERAL AND BURIAL INSTRUCTIONS

VII. DIRECTIONS CONCERNING YOUR WILL

Please consider the following before you come in. You need not write out your responses though it would

be helpful if you wish to make specific gifts to a number of individuals and institutions.

- Do you have any specific wishes concerning disposition of your jewelry, furniture, etc.? If so, do you

want to include them in your will or are you content to rely on your Executor to carry out those wishes?

- Do you wish to make any specific gifts of cash or securities to friends, relatives, or charitable

organizations?

- Do you have any specific wishes concerning real estate, a closely-held business or other unique asset?

- What are your wishes concerning the balance of your estate? A simple example might be: "I want to

leave all my property to my husband, but if he doesn't survive me, to my children in trust until age 25."

A somewhat more complicated example would be: "I want my mother to have the use of my property

while she is living, but on her death I want Smith College to get $10,000 and my sister's children to have

everything else." Be sure to include a back-up plan, in case none of the persons you primarily want to

benefit survives you, or is living at the time you have set for distribution of a trust.

KCSEP & Safe List/Masters/EP-Info

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Estate Plan Information Page 7