BIOGRAPHIC INFORMATION

CHILDREN OF PRESENT MARRIAGE

Child

Child

Child

CHILDREN FROM OTHER MARRIAGES AND DATE OF BIRTH

Child

Child

DEPENDANTS (Anyone asides your children who depends on you as a source of livelihood)

PERSONAL ESTATE PLANNING OBJECTIVES

OFFSHORE TRUST

An offshore trust is one that is created outside the country of residence of the person who promotes it (who is called the settlor). Usually located in a tax haven, its features and characteristics are essentially the same as those of a common trust, but as it is created under more favorable legislation, it provides a greater level of security, legal protection and privacy.

WAQF

WAQF also known as Islamic Trust or Endowment is an original concept of Islamic Trust that has been in existence for 14 centuries. It is a DEED where the Settlor (WAQIF) gives an asset or property (movable or immovable) to benefit 3rd parties or a charitable cause.

DURABLE POWER OF ATTORNEY (POA)

If you were unable to carry out your financial business due to serious illness or any other form of incapacitation, who would you want to take care of your legal, business, personal, and financial affairs? A durable power of attorney is a legal document that delegates to someone you choose, the power to act on your behalf to take care of your estate in the event of incapacitation and inability to make decisions for yourself.

Kindly provide us with your choice of individual/entity:

MEDICAL POWER OF ATTORNEY

Medical Power of Attorney is a document in which you designate someone to be your representative, or agent, in the event you are unable to make or communicate decisions about all aspects of your health care. Simply put, by this document you empower a trusted person to guarantee you the best possible medical care according to your wishes.

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.