Trust and Estate Planning Questionnaire

Full Name *

Date of Birth *

Email *

Spouse's Full Name *

Date of Birth *

Home Address *

Phone Number *

State of Origin

Religion *

Christainity
Islam
Other

Marital Status *

Single
Married
Widow

If married, what type of marriage *

Marriage by the Act
Customary Marriage
Islamic Marriage

Have you been married before?

Yes
No

Are there any customary traditions common to people from your region?

Yes
No

If Yes, kindly give details

CHILDREN OF PRESENT MARRIAGE

Child 1

Full Name

Date of Birth

Child 2

Full Name

Date of Birth

Child 3

Full Name

Date of Birth

Child 4

Full Name

Date of Birth

CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH

Full Name

Date of Birth

Full Name

Date of Birth

Full Name

Date of Birth

DEPENDANTS

Full Name

PERSONAL ESTATE PLANNING OBJECTIVES

What are your personal and specific goals? E,g financial dependence for children, charitable causes, management of asset in the event of incapacitation etc *

DO YOU HAVE ANY OF THE DOCUMENTS LISTED BELOW EXECUTED OR FILED? (Please provide us with a copy)

PERSONAL AND FAMILY FINANCIAL ASSETS

Assets mean cash, shares in publicly quoted companies and property interests such as interests in real estate. With regards to real estate, it is important for us to know the location (city and state) of the real estate and the type of the property, e.g., residence, shopping center, apartment house, or similar description.

REAL ESTATE

TYPE OF PROPERTY, VALUE, LOCATION AND ADDRESS TITLE DOCUMENTS ON THE ASSETS

CASH

BANK NAME, VALUE

TANGIBLE PROPERTY (AUTOS/JEWELRY/ART/ETC.)

DESCRIPTION OF PROPERTY, VALUE

SHARES OF LISTED COMPANIES (PUBLIC)

NAME OF COMPANY, UNITS, NAME SHARES ARE HELD,STOCKBROKING HOUSE SHARE IS DOMICILED

SHARES OF COMPANIES (PRIVATE)

NAME OF COMPANY, VALUE OF SHARE, NAME SHARES ARE HELD,STOCKBROKING HOUSE SHARE IS DOMICILED

DIGITAL ASSETS

Digital assets mean any asset that exists in binary form and include but not limited to emails, documents, images, audio, videos and similar digital files which currently exist or may exist as technology develops, stored on desktops, laptops, tablets storage devises, smart phones and any other similar digital device.

Paragraph Text

DIGITAL ASSETS, BENEFICIARY

LIFE INSURANCE.

Ordinary life insurance. List Company, name, address, and policy number.

Face amount of policies (proceeds):

Beneficiaries:

Cash value:

ASSET DISPOSITION

Please give a list of your intended beneficiaries

BENEFICIARY – ASSET

What is the likely duration of your estate plan?

Is there anyone you specifically like to exclude from your estate plan?

OTHER MATTERS

Describe or list here any facts or matters that do not seem to be covered by this questionnaire and that you believe may be important for us to know.

APPOINTMENT OF EXECUTORS/PROTECTOR

Would you wish to appoint Protector of the Trust in your absence or incapacitation? Please indicate the persons and your expectations from them

NOTICE

Kindly note that this is optional and depends on your wishes. The role of the Protector can only commence on the demise of the Settlor and the Protectors are not competent to terminate the trust and they are to work with the Trustee to ensure that the settlor’s objectives are fulfilled. Their roles are not to clash with the Trustee at any point in time.