Will Questionnaire

Create a Legacy with Your Finances

We believe in providing our clients with personalized service and attention to detail. Contact us today to learn how we can assist you with your wills and estate planning needs.

Will & Estate Planning

Wills and Estate Planning ensure your assets are distributed according to your wishes, providing financial security for your loved ones. A well-structured plan helps minimize taxes, avoid legal complications, and protect your family's future.

Tailored Solutions for Every Client: Meeting Your Unique Needs, Intentions, and Future Plans

Every client is unique, and we work closely with you to craft a tailored solution that fits your needs, intentions, and future plans. Our highly qualified advisors bring extensive experience to design bespoke strategies for both your current and future circumstances.

Astra Worldwide: Wills and Estate Planning

First Name (Legal Name)

Last Name

Birthday

Address

Phone Number

Marital Status

Spouse Details

Legal Name

Passport Number

Your Children

Children Details:

Date of Birth

Passport Number

Provide below the Date of Birth and Passport Number if more than One

Details of Guardian [s] (if minor):

Legal Name

Address

Passport Number

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

Address

How do you know the executor

Backup Executor Information (Optional):

Legal Name

Address

How do you know the executor

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

- 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

Address

Percentage Shares

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

Address

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 that 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 [email protected]