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OMFCA’s Planned Giving Checklist

  • Full name and contact details of loved ones

  • General sense of assets

  • General sense of debt

  • Choose guardian for kids and/or pets

  • Choose an executor

  • List of specific gifts

  • List of beneficiaries

  • Select cause or charity to name in your will

  • List your digital assets and login details

  • Choose how you want to make your will