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CHILDREN OF PRESENT MARRIAGE

Child 1

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Child 2

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Child 3

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Child 4

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CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH

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DEPENDANTS

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
BANK NAME, VALUE
DESCRIPTION OF PROPERTY, VALUE
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.
DIGITAL ASSETS, BENEFICIARY
Ordinary life insurance. List Company, name, address, and policy number.

ASSET DISPOSITION

Please give a list of your intended beneficiaries

OTHER MATTERS

APPOINTMENT OF EXECUTORS/PROTECTOR

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.