CHILDREN OF PRESENT MARRIAGE
CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH
DEPENDANTS (Anyone asides your children who depends on you as a source of livelihood)
PERSONAL ESTATE PLANNING OBJECTIVES
PERSONAL AND FAMILY FINANCIAL ASSETS
Assets mean cash, shares in publicly quoted companies and property interests such as interests in real estate. With regard 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.
TANGIBLE PROPERTY (AUTOS/JEWELRY/ART/ETC.)
Hence, digital assets mean any asset that exists in binary form and include but not limited to emails, documents, images, audio, video 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
Please give a list of your intended beneficiaries
APPOINTMENT OF ADMINISTRATORS
Kindly note that this is optional and depends on your wishes. The role of the Administrators can only commence on the demise of the Settlor and the Administrators 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.