Will Questionnaire

Astra Worldwide: Wills and Estate Planning

First Name (Legal Name)

Last name

Birthday

Address

Phone Number

Email

Marital Status

Spouse Details:

Legal Name

Email

Passport number

Upload Passport Copy

Your Children

Children's Details

Date of Birth

Passport Number

Upload Children's Passport

Provide below the Birthday and Passport Number if more than One

Details of Guardian [s] (if minor)

Legal Name

Address

Email

Passport Number

Upload Guardian's passport copy

Choosing your Executor

NOTE: The Role of an Executor

Taking an inventory of assets, and consolidating financial accounts
Representing the estate in any probate proceedings
Identifying and distributing assets to inheritors
Paying debts, handling taxes, and managing ongoing expenses

Executor Information

Legal Name

Email

Complete current residential address

Please provide Executor's passport copy

How do you know the executor

Backup Executor Information ( Optional)

Legal Name

Email

Complete current residential address

Please provide Backup Executor's passport copy

How do you know this person

Estate Distribution

Note: Items that are included in your residuary estate

Bank accounts, physical property, stocks and shares, all your physical belongings

Note: Items that ARE NOT included in your residuary estate

Life Iinsurance policies, property held as sole/joint tenants
Joint bank accounts

Your Spouse/ Partner and your Estate

Do you want to give 100% of your residuary estate to your spouse/partner ( If applicable)? Yes or No?

Other people and your Estate ( If more than 1, indicate % of share)

Legal Name

Email

Complete current residential address

Percentage of Shares

Please provide passport copy

if more than one, please provide details in the box provided

How do you know this person?

Backup Beneficiary ( if more than 1, Indicate % of share)

Legal Name

Email

Complete current residential address

Please provide passport copy

How do you know this person?

if more than one, please provide details in the box provided

Gifts

Would you like to leave any of the points on the list to your beneficiary

Finances

Are there any accounts of monetary value you would like your beneifiary(s) to inherit. i.e. Bank account, investment account, business interest, retirement account, insurance plan, safe deposit box, crypto.

Provide all information on all categories and indicate shares if more that 1 beneficiary.

Property

Are there any property you would like your beneifiary(s) to inherit. i.e. residential, land, others.

Provide all information on all categories and indicate shares if more than 1 beneficiary.

Thank you for your taking the time to provide the necessary information. Your Astra adviser will be in direct contact with you on the next steps until the completion of your Will. Should you require any further information or feel you have left out information which you would like to include in the questionnaire, please send us an email on admin@astraworlwide.com