BIOGRAPHIC INFORMATION

CHILDREN OF PRESENT MARRIAGE

Child

CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH

Child

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.

REAL ESTATE

CASH

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

SHARES

DIGITAL ASSETS

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

LIFE INSURANCE

ASSET DISPOSITION

Please give a list of your intended beneficiaries

OTHER MATTERS

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.