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.

Will Questionnaire

Planning your future is one of the most important steps you can take to protect your loved ones and secure your legacy. Our Will Questionnaire makes this process simple, clear, and easy to follow. Whether you are creating your first will or updating an existing one, this guided form helps you organize your information with confidence.

With this questionnaire, you can outline your personal details, identify your beneficiaries, and decide how you want to distribute your assets. You can also include key instructions, such as appointing guardians, naming executors, and setting clear directions for your estate. As a result, you ensure your wishes stay accurate and well-documented.

In addition, completing the questionnaire early saves time and reduces stress later. You can gather all your important details in one place instead of searching for them later. This step helps prevent confusion and allows our team to understand your needs more clearly.

At Astra Worldwide, we understand that every client has unique circumstances. For this reason, we designed this questionnaire to support different financial situations and international assets. Whether your assets are local or abroad, you can provide the necessary details with ease.

Taking a few minutes to complete this Will Questionnaire today can give you lasting peace of mind. By documenting your wishes now, you take control of your future and protect the people who matter most.

Will Questionnaire

Astra Worldwide: Wills and Estate Planning

Spouse Details

Children Details:

Details of Guardian [s] (if minor):

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:

Backup Executor Information (Optional):

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

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

Gifts

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.

Property

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

CONTACT US

At Astra Worldwide, we pride ourselves on providing excellent customer service. If you have any questions or need assistance with your finances, our team of experts is standing by to help.

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