Instruction Sheet – Client Interview (WILL)

Translator? Yes or No
Fees (Interview and Drafting): __ Conflict Check: __ Record: __ Confidentiality: __
1. Client (Personal Information)
Full Name: ________________________ Residential Address: _______________________
Date of Birth: ______________________ Other known Alias: ________________________
Occupation: _______________________ Contact:__________________________________
*certified copy of FRCA/FNPF joint card Email: __________________________________

2. Do you have a previous will? ____. If yes, inspect and ask what changes they want.

3. Executor and Trustee (Appoint one/ two/ alternate)

(i) Executor and Trustee (Full Name, Residential Address, Occupation, Relationship to client) :
________________________________________________________________________
(ii) Executor and Trustee (Full Name, Residential Address, Occupation, Relationship to client) :
________________________________________________________________________
(iii) Alternative Executor and Trustee (Full Name, Residential Address, Occupation, Relationship to
client) :
________________________________________________________________________
Are the appointed Executors and Trustees willing to undertake the task? Yes or No
Are you willing to pay the Executors and Trustees for their services? Yes or No
4, Marital History
Currently Married? Yes or No. If yes, spouse’s details (Full Name, Residential Address, Occupation)
____________________________________________________________________________
Widowed? Yes or No. If yes, deceased spouse’s full name:
__________________________________________________________
Did deceased spouse leave a will? Yes or No. If yes, get a copy of the will.
Divorced? Yes or No. If yes, ex-spouse’s details (Full Name, Residential Address, Occupation)
____________________________________________________________________________

5. Children (children born from current and/or prior marriage, adopted and/or dependent minors
currently living)
Name Age Address Occupation
(i) ___________________________________________________________________________
(ii) ___________________________________________________________________________
(iii) ___________________________________________________________________________
(iv) ___________________________________________________________________________
* Advise on spouse’s and dependent children’s right to claim against your estate if they are not named as
beneficiaries.

6. Assets
Real Property Sole/ Joint Ownership Fully/ Partially paid Beneficiary (absolutely
(balance amount) or not)
1. Residence
(a)Address

2. Other
(a)Address

*Certificate of title
Personal Property Sole/ Joint Ownership Beneficiary
3. Cash on Hand
Amount:
4. Savings Account/
Other Account
(a)Institution:
(b) Account Number:

(c)Name on Account:

(d)Amount:
5. Automobile/ Other
(a)Make:
(b)Registration
Number:
(c)Amount owning (if
any):
8. Business Interest:

7. Personal effects:

*Automobile registration details

7. Guardians for minors? Yes or No. If yes, guardian’s details (Full Name, Residential Address,
Occupation)
___________________________________________________________________________
Are they willing to undertake the task? Yes or No
8. Funeral Instructions
Buried/ Cremated/ Research Purposes Person Responsible: _____________________
Where: _____________________ Denomination: _____________________

9. Payment of Just Debts, Funeral and Testamentary expenses?

______________________________________________________________________________
10. Rest, residue and remainder (beneficiary’s details; full name, residential address, occupation,
relationship to client) (absolutely?)
______________________________________________________________________________
11. Do you wish to make a gift to another before the execution of the Will? Yes or No.
12. Do you wish to disclose the contents of the will to others during lifetime or after death?
Yes or No.
13. Use the witnesses provided or nominate own witness?_____________________________________.
If own, witness details;

Witness One Witness Two

Name:_____________________________ Name:______________________________
Residential Address:__________________ Residential Address:__________________
Occupation_____________________________ Occupation:________________________

14. It is recommended to have your Will registered at the High Court. Would you like to register it? Yes
or No.
15. Do you wish to make any final comments/ give other instructions/directives you would like to give?
_____________________________________________________________________________________
_____________________________________________________________________________________
*2 weeks to draft

I declare that the information provided above is true to the best of my knowledge and was provided
without duress and was of my own free will.

Signature of Client: _________________________________ Date: __________________________

Signature of Witness: ________________________________ Date: __________________________