CHILDREN OF PRESENT MARRIAGE
CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH
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 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.
TYPE OF PROPERTY, VALUE, LOCATION AND ADDRESS TITLE DOCUMENTS ON THE ASSETS
DESCRIPTION OF PROPERTY, VALUE
NAME OF COMPANY, UNITS, NAME SHARES ARE HELD,STOCKBROKING HOUSE SHARE IS DOMICILED
NAME OF COMPANY, VALUE OF SHARE, NAME SHARES ARE HELD,STOCKBROKING HOUSE SHARE IS DOMICILED
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.
DIGITAL ASSETS, BENEFICIARY
Ordinary life insurance. List Company, name, address, and policy number.
Please give a list of your intended beneficiaries
APPOINTMENT OF EXECUTORS/PROTECTOR
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.