In This Issue—Fall 2023

• Dear Friends
• Kenyon’s Retirement Plan Gift to Support CCS’s Future
• Simple Steps to Take When Planning Your Estate
• 4 Steps to Ensure Your Wishes Are Fulfilled
• Step 1: Ensure Your Will Can Be Located
• Step 2: Collect and Safeguard Assets
• Step 3: Determine Cash Needs
• Step 4: Distribute Assets
• 3 Important Questions When Preparing Your Estate Plan

4 Steps to Ensure Your Wishes Are Fulfilled

We all know that a will governs the distribution of certain assets after someone dies, but the document accomplishes more than directing how assets will be distributed. Your will reflects the values and relationships - whether they be with family, friends, your place of worship, or charities - that are most important to you.

The process of distributing your assets in accordance with your will is called "probate." Smart planning will help your executor ensure the smooth, swift, and efficient settlement of your estate. There are four crucial steps in helping your executor with the administrative process.