Existing Will or Trust

Do you have an existing Will or Trust? If yes, please give details here:

Was written on (date):

Contact person:

Company name:

Address:

Contact tel.:

I hereby authorise OctoWill to receive original of my last will, testament or trust from above service provider whenever necessary.

Testator / grantor / settlor's signature:

Appointment of Trustees

Notes:

Appointment of Trustee is required for setting up your Trust.
You can appoint your beneficiaries as trustees or appoint any other person you like to give power to manage your assets after your demise.
You can also appoint yourself as a Trustee (other than for testamentary trust) and give allowance to yourself as trustee. The remaining trustees will automatically resume responsibility after your demise.

Primary Trustee

Full Name:

NRIC / Passport:

Nationality:

Relationship:

Gender:

M F

e-Mail:

Tel No.:

Co-Trustee

Full Name:

NRIC / Passport:

Nationality:

Relationship:

Gender:

M F

e-Mail:

Tel No.:

Allowances (or) Payments to Beneficiaries

@for($i = 1; $i <= 5; $i++) @endfor

Beneficiary's Name	Amount (& currency)	Start date & End date (or) Frequency of payment	Any preceding conditions or instructions

Allowances to Guardian / Caretakers

You can give allowance / wages to Guardians to pay for expenses. Please list the payments here.

@for($i = 1; $i <= 3; $i++) @endfor

Guardian's Name	Amount (& currency)	Start date & End date (or) Frequency of payment	Any preceding conditions or instructions

Allowances to Trustees

You can make fixed payments or wages to your trustees to conduct their duties. Please list them here.

@for($i = 1; $i <= 4; $i++) @endfor

Trustee's Name	Amount (& currency)	Start date & End date (or) Frequency of payment

Gift of Property to Beneficiary

Notes & reference

Specify any gift to beneficiary and conditions as to when the gift should be given. For example: (i) When beneficiary turns 21 (or) (ii) when he/she graduates (or) (iii) a lump sum when they buy their first property (or) (iv) when beneficiary gets married or upon having a child, etc.

@for($i = 1; $i <= 4; $i++) @endfor

Beneficiary Name	Describe the Gift for this beneficiary	When to give the Gift and any conditions attached

Donations, charity on my Behalf

You can instruct your Trustees to make donations or gifts on your behalf.

@for($i = 1; $i <= 4; $i++) @endfor

Recipient's Name	Amount (& currency)	Start date & End date (or) Frequency of payment	Any preceding conditions or instructions

Witnesses

Notes & Reference

Minimum 2 Witnesses are required.
Anyone other than beneficiaries, spouse to beneficiaries, blind person or non-sound minded person can be a witness to your Will / Trust. They do not have to read the contents but must witness that you have written the Will / Trust and that you were in sound mind and capable of signing the document.

Witness 1

Full Name:

IC/Passport:

Signature:

Witness 2

Full Name:

IC/Passport:

Signature: