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What information is required to write a Will?
What information is required to write a Will?
| What information is required to write a Will? |
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Testator’s personal details: Full Name Identification Card or Passport No. Current Correspondence Address Religion Contact No. Email Address Marital Status Gender Fiancée details if in Contemplation of Marriage (expectance of marriage)Executor and Trustee’s personal details: Full Name Identification Card or Passport No. Current Correspondence Address Relationship with TestatorGuardians for Infant: Full Name Identification Card or Passport No. Current Correspondence Address Relationship with Testator Allowances to Guardian, Payment method (monthly, quarterly, yearly), Source of payment), Duration of years involvedBeneficiaries: Full Name Identification Card No./Birth Certificate No./Passport No. Current Correspondence Address Relationship with TestatorTestator's Estates/Non-Residual Gifts such as: Immovable Properties details for house, shop house, bungalow, condominium, flat, apartment, shop, factory, office, building and land (address and particulars)Bank Account Details Account holder name and address (saving, current, fixed deposits) Account No. and Safe deposit box no. Insurance Policies DetailsInsurance company name and policy no.Shares in the Public Listed CompanyCDS Account No., broking firm name and branch.Vehicles DetailsVehicles registration no. and vehicle type (car, motorcycle, van, lorry)Companies DetailsPrivate limited company, unlisted company, sole proprietorship, and partnership business details. Name, registration no., address and share holding proportion.Unit trust/Mutual Fund and Foreign Exchange details. Investment Bank Account Name and No. and name of fund.Collection of jewelries, watches, bags, paintings antiques and others.
Receiver of residual gift details Full name, proportion, and substitute receiver if the first receiver predeceased the testator.Testamentary Trust establishment details.Beneficiary Details Purpose of Trust Duration of Trust Asset Provision for the Trust establishment Payment Mode for the BeneficiariesPowers to Executors/TrusteesLast words and additional instructions for family members and beneficiaries. |