OLF Round copy

Specific Bequest Memorandum

Step 1: Watch This Video

Step 2: Review These Instructions

Important Instructions: This is a simple way to make specific bequests from your estate.  Just complete this form for each item you want to be given to an individual.  Include a picture if you would like (this really helps to identify the correct item) and we will immediately email you the finished form. 

Then just sign it and attach a copy to your estate plan.   If you would like, send us a copy as well for your file. 

Step 3: Complete This Form

If you have any questions at all, don’t hesitate to ask:

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