Trustees- Instruction form for will

Date *

Testator Details

Title

Full Name (including any former name(s) ) *

Address *

Date of Birth

State of Residence

Testator's Estate

Property owned by the testator in his own name:

i. Description:

Location:

ii. Description:

Location:

iii. Description:

Location:

Property held in another name:

Description:

Location:

Property owned by the testator with another and held as beneficial joint owner:

Description:

Location:

Insurance policies, including policies written in trust and policies payable to the Estate:

Any trust property:

Any foreign property:

Any debts charged on property held:

If Yes, state particulars

Any other property you wish to put under the Will?

Proposed Executors

a. Full Name (Surname First)

Address

Occupation

b. Full Name (Surname First)

Address

Occupation

Disposition of property:

i. Full Name

Address

Date of Birth

Asset(s)

ii. Full Name

Address

Date of Birth

Asset(s)

iii. Full Name

Address

Date of Birth

Asset(s)

Do you wish to give out any of your assets jointly:

Any Other Specific Requests?

If any dependent not a beneficiary, reason for this ?

Phone