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Estate Planning Questionnaire

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

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1

Full legal names of each spouse and their respective National ID/Passport Number

2

Current residential address

3

Citizenship(s) held by each spouse

4

Contact information (phone, email)

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5

Full legal names and dates of birth of both children.

6

Full legal name, date of birth and relationship of the nephew living with you.

7

Are there any other individuals you wish to include as beneficiaries in your will?

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8

Real estate properties (primary residence, investment properties, land, etc.)

9

Investments (stocks, bonds, mutual funds, etc.), business interests or shares in private companies

10

Valuable personal property (vehicles, jewelry, art, collectibles, etc.)

11

Any other assets

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12

In the event that both parents pass away while the children are still minors, who would you appoint as their guardian(s)?

13

Please provide the full legal name(s) and contact information of the proposed guardian(s).

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14

Who would you like to appoint as the executor(s) of your will? Please provide the full legal name(s) and contact information of the proposed executor(s).

15

Who would you like to appoint as the trustee(s) to manage the trust for your beneficiaries? Please provide the full legal name(s) and contact information of the proposed trustee(s)

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16

At what age would you like your children to receive their inheritance from the trust (e.g., 18, 21, 25, etc.)?

17

Would you like to include any specific provisions for the use of trust funds (e.g., education, healthcare, etc.)?

18

How would you like the assets to be distributed among your children and nephew?

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19

Are there any specific funeral or burial instructions you would like to include in your will?

20

Are there any charitable donations or bequests you would like to make in your will?

21

Do you have any existing wills or trusts that need to be revoked or integrated with the new will and trust?

22

Are there any other specific instructions or concerns you would like to address in your will or trust?

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23

Lastly, please provide copies of relevant documents, such as national identity cards/passports of the spouses, beneficiaries, executors and trustees, property deeds, investment statements, life insurance policies, and any existing wills or trust deeds.

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