Last Will and Testament Form | DunnCox

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Client Contact Information

First Name*

Last Name*

Address*

DOB:*

Occupation:*

Date of Submission*

TRN Number*

Executors

Executor 1

First Name*

Last Name*

Occupation:*

Address*

Executor 2

First Name

Last Name

Occupation:

Address

Executor 3

First Name

Last Name

Occupation:

Address

Trustees

Trustee 1

First Name*

Last Name*

Occupation:*

Address*

Trustee 2

First Name

Last Name

Occupation:

Address

Trustee 3

First Name

Last Name

Occupation:

Address

Assets

List all your assets (bank account, insurance policy, etc):*
Saving Account Passbook(s), Cheque book(s), Certificate(s) of Deposit, Life Insurance Policy/Policies, Registration Certificate(s) and Title(s) for the motor vehicle and Share Certificate(s) in order to substantiate your sole ownership thereof.If the Bank Account/Accounts are operated jointly or if the motor vehicle(s) and shares/stock units are jointly owned, your instructions regarding the preparation of your Will must bear this in mind.

List all your personal assets (excluding real estate):*

List all your Real Estate assets (description, address and title reference):*
Realty (bare land or land with building(s)) (i) Civic address(es) (ii) Title reference(s)Quote the Volume numbers on the Certificate of Title for the property/properties in question. If the property/properties are in fact unregistered parcels of land, please advise.N.B. It is necessary that you also submit copies of the duplicate Certificate(s) of Title or any other documents of Title in order to substantiate your sole ownership thereof.If the property/properties are owned by you, jointly or as Tenants in Common with other persons, your instructions regarding the preparation of your Will must reflect this. b)

Debts, Liabilities, Expenses

List all your debts and liabilities to date:*

From where will all your debts and funeral expenses be paid?:*

Beneficiary Information

Beneficiaries:*
Give full names and addresses of the person or persons that you would like to be the beneficiary or beneficiaries of your assets and clearly state what shares/proportions will be allocated to each individual.

Residue clause:*
Who is the person or persons that you would like to be the beneficiary or beneficiaries of your residuary estate and in what share/proportions? Give their full names and addresses.N.B. Your residuary estate comprises any asset which you have not specifically disposed of (either because you may have forgotten/overlooked it or acquired it after the execution of your Will).