Form Page - My Will India

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Prefix

First Name *

Middle Name

Last Name *

Date of Birth *

Gender *MaleFemaleCustom

Email Address *

Confirm Email Address *

Mobile Number *

Consent *

Yes, I agree with the privacy policy and terms and conditions.

Aadhar Number

PAN Number *

Street Address *

Apartment, suite, etc *

City *

State/Province *

ZIP / Postal Code *

Country *

Religion *

Marital Status *

Occupation *

Name of Spouse

Do you have children? *YesNo

Number of Children *

Enter Child Details

Name *

Age *

Gender *MaleFemaleCustom

Relationship *

Do you have living parents? *YesNo

Enter parent(s) details

Name *

Age *

Gender *MaleFemaleCustom

Relationship *

Do you want to include other relatives or dependents in the will? *YesNo

Details of other relatives or dependents

Name *

Age *

Gender *MaleFemaleCustom

Relationship *

Executor is the person who will carry out your will after your death.

Do you want to nominate an executor? *YesNo

Executor Details

Full Legal Name of Executor *

Relationship with you *

Contact Number *

This section is for minors only. If you have children below the age of 18 years.

Do you have minor children? *YesNo

Do you want to appoint a guardian? *YesNo

Guardian Details

Full Legal Name of Guardian *

Relationship with you *

Take your time while filling this section. Be detailed oriented and don't rush. Ensure to declare all your assets accurately.

Do you own any Immovable Property (land, house, flat)? *YesNo

Immovable Property Information

Property Type *LandHouseFlat

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Current Estimated Value of the property *

How much ownership stake do you currently have for this property? *

Primary Beneficiaries for Property

If you are allocating multiple beneficiaries for a single property, ensure that the sum of allocation must equal exactly 100% for that respective property.

Full Legal Name of Beneficiary *

Relationship with you *

Which property do you wish to allocate to this beneficiary? *

How much % of this property do you wish to allocate to this beneficiary? *

Do you have any open Bank Accounts? *YesNo

Bank Account Information

Name of the Bank *

Branch Name *

Account Type *SavingsCurrent

Account Number *

Primary Beneficiaries for Bank Accounts

If you are allocating multiple beneficiaries for a single bank account, ensure that the sum of allocation must equal exactly 100% for that respective bank account.

Full Legal Name of Beneficiary *

Relationship with you *

Which bank account do you wish to allocate to this beneficiary? *

How much % of this bank account do you wish to allocate to this beneficiary? *

Do you have any Investments (FDs, Mutual Funds, Stocks)? *YesNo

Investment Details

Type of Investment *

Estimated Value of Investment *

Reference Folio/Account Number

Primary Beneficiaries for Investments

If you are allocating multiple beneficiaries for a single investment, ensure that the sum of allocation must equal exactly 100% for that respective investment.

Full Legal Name of Beneficiary *

Relationship with you *

Which investment do you wish to allocate to this beneficiary? *

How much % of this investment do you wish to allocate to this beneficiary? *

Do you wish to include any owned vehicles in your will? *YesNo

Vehicle Information

Type of vehicle *

Registration Number *

Approximate current value of the vehicle *

Primary Beneficiaries for Vehicles

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If you are allocating multiple beneficiaries for a vehicle, ensure that the sum of allocation must equal exactly 100% for that respective vehicle.

Full Legal Name of Beneficiary *

Relationship with you *

Which investment do you wish to allocate to this beneficiary? *

How much % of this vehicle do you wish to allocate to this beneficiary? *

Do you wish to include any insurance policies in your will? *YesNo

Insurance Policy Information

Insurance Policy Company Name *

Policy Number *

Value of policy *

Primary Beneficiaries for Insurance Policies

If you are allocating multiple beneficiaries for a policy, ensure that the sum of allocation must equal exactly 100% for that respective policy.

Full Legal Name of Beneficiary *

Relationship with you *

Which policy do you wish to allocate to this beneficiary? *

How much % of this policy do you wish to allocate to this beneficiary? *

Do you wish to include any owned Gold / Jewellery / Valuables in your will? *YesNo

Valuables

Briefly describe the item(s) in reference *

Approximate value of these item(s) *

Primary Beneficiaries for Valuables

If you are allocating multiple beneficiaries for a valuable item, ensure that the sum of allocation must equal exactly 100% for that respective valuable item.

Full Legal Name of Beneficiary *

Relationship with you *

Which valuable do you wish to allocate to this beneficiary? *

How much % of this valuable do you wish to allocate to this beneficiary? *

Do you own any Business Shares? *YesNo

Business Shares Information

Name of the Firm *

How much % of shares do you own at this firm? *

Primary Beneficiaries for Business Shares

If you are allocating multiple beneficiaries for a single firm, ensure that the sum of allocation must equal exactly 100% for that respective firm.

Full Legal Name of Beneficiary *

Relationship with you *

Which firm's shares do you wish to allocate to this beneficiary? *

How much % of this firm's shares do you wish to allocate to this beneficiary? *

Digital Assets & Beneficiary Information (Optional)

Any personal messages for loved ones?

Any wishes about funeral/cremation?

Any charities you’d like to donate to?

Any conditions to be fulfilled for inheriting?

Any special notes for My Will India while preparing your will?

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