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Data Required EzeeWill

Sr. No. Section Name Information necessary to fill the section


Providing information in this section is Mandatory.

Name, Date of Birth, Gender and Marital Status, Permanent


address, Correspondence address, mobile number, Email
1 Personal Information
ID, nationality and religion are mandatory.

In addition, giving information about Passport Number / PAN


/ Aadhaar is optional. Other fields are also optional.
Providing information in this section is Mandatory.

It is recommended that you provide two Beneficiaries. This is


optional. Both could be active beneficiaries or one could be
active and another contingent beneficiary (declaring a
contingent beneficiary is optional). You can have any
number of beneficiaries.

You need to compile list of all beneficiaries that you wish to


2 Beneficiaries
include in your WILL document and provide their details
(Name, Date of Birth, Gender, Guardian details only if
beneficiary is Minor or mentally incapacitated, relationship,
permanent address and correspondence address. Both
addresses can be same as well they can be replicated from
Testator's (see definition in FAQ section of
https://www.ezeewill.com/) address.

All other fields are optional.


Providing information in this section is Mandatory.

Role of Executor is mentioned in FAQ posted on


www.ezeewill.com. Apart from other details which you would
naturally know (name, phone number etc.), providing correct
Permanent address and correspondence address is
3 Executors mandatory.

You can consider choosing "Warmond" as professional


executor. This service attracts additional charge of 0.5% of
the fair value of total asset i.e. if the total assets are worth
INR One Crore, then, the Executor service charge will be
INR 50,000.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 1 of 6
Sr. No. Section Name Information necessary to fill the section
Providing information in this section is NOT Mandatory.

If you do not have any Bank account, you may skip this
section. However, if you have Bank Account, then, please
provide the Bank details i.e. Bank Name and Branch Name.
Other details such as Account number and Address along
with Type of Account are optional. It is recommended that
4a Bank Accounts
you provide this information, only to help the execution
process, though it is NOT mandatory. If it is held in Joint
name, providing Joint Holder details (Name, Address and
Date of Birth) is mandatory. If Joint account holder is Minor,
Guardian details (Name, Address) is to be provided.

Providing IFSC is not mandatory.


Providing information in this section is NOT Mandatory.

If you do not have any Locker, you may skip this section.

If you have Locker, please provide the locker location (Bank


4b Lockers and Branch Name). It is recommended that you provide the
Locker Number, Branch Address, though it is optional. If it is
held in Joint name, providing Joint Holder details (Name,
Address and Date of Birth) is mandatory. If Joint account
holder is Minor, Guardian details (Name, Address) is to be
provided.
Providing information in this section is NOT Mandatory.

If you do not have any Fixed / Recurring deposit account,


you may skip this section.

Bank Name and Branch Name is mandatory. Other detail


4c FD RD Accounts
such as Fixed / Recurring Deposit Account number, Branch
Address is optional. If it is held in Joint name, providing
Joint Holder details (Name, Address and Date of Birth) is
mandatory. If Joint account holder is Minor, Guardian details
(Name, Address) is to be provided. Providing IFSC is NOT
mandatory.
Providing information in this section is NOT Mandatory.

If you do not have any PPF account, you may skip this
section.
4d Public Provident Fund (PPF)
Bank Name / Post Office Name, Branch Name (If bank) is
mandatory. Account number and Address (Branch or Post
office) and IFSC (in case of Bank) is optional.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 2 of 6
Sr. No. Section Name Information necessary to fill the section
Providing information in this section is NOT Mandatory.

If you do not have any Shares (Securities) in paper form or


in Demat account, you may skip this section.

If Demat account is given, providing the Depository


Participant Name is mandatory. Name of the Depository and
Demat Account Number is optional. If it is held in Joint
5a Securities / Demat Account name, providing Joint Holder details (Name, Address and
Date of Birth) is mandatory. If Joint account holder is Minor,
Guardian details (Name, Address) is to be provided.
If securities are held in paper form, providing name of the
company is mandatory. Folio number is optional. Similar to
Demat account, if it is held in Joint name, providing Joint
Holder details (Name, Address and Date of Birth) is
mandatory. If Joint account holder is Minor, Guardian details
(Name, Address) is to be provided.
Providing information in this section is NOT Mandatory.

If you do not have any Mutual Fund investment, you may


skip this section.

If you are holding Mutual Fund in above mentioned Demat


Account, you need not provide any information in this section
as what is stated in Demat account section, will be
5b Mutual Fund automatically applicable to Mutual Funds held in that
account.

If you are holding Mutual Fund in paper form, Mutual Fund


Name is mandatory. Scheme Name, Folio Number details
are optional. If it is held in Joint name, providing Joint
Holder details (Name, Address and Date of Birth) is
mandatory. If Joint account holder is Minor, Guardian details
(Name, Address) is to be provided.
Providing information in this section is NOT Mandatory.

If you do not have any investment in Bonds, you may skip


this section.

5c Bond If you are holding Bonds in above mentioned Demat


Account, you need not provide any information in this section
as what is stated in Demat account section, will be
automatically applicable to Bonds held in that account.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 3 of 6
Sr. No. Section Name Information necessary to fill the section
If you are holding Bonds in paper form, Name of the Bond
issuing entity is mandatory. Bond Series / Scheme Name /
Number, Folio Number details are optional. If it is held in
Joint name, providing Joint Holder details (Name, Address
and Date of Birth) is mandatory. If Joint account holder is
Minor, Guardian details (Name, Address) is to be provided.
Providing information in this section is NOT Mandatory.

If you do not have any immovable property (Land,


Commercial Space, Residential Space etc.), you may skip
this section.

If you possess immovable property, Type of property and its


Address / Location details is mandatory.
6 Immovable Properties
If it is held in Joint name, providing Joint Holder details
(Name, Address and Date of Birth) is mandatory. If Joint
account holder is Minor, Guardian details (Name, Address)
is to be provided.

Property Mortgage information may be given if it exist. This


is optional.
Providing information in this section is NOT Mandatory.

If you do not have Provident Fund account, you may skip


7a Provident Fund (PF) this section.

If you have a Provident Fund account you may provide the


detail (which is optional).
Providing information in this section is NOT Mandatory.

If you do not have Pension Fund account, you may skip this
7b Pension Fund section. However, if you have a Pension Fund account,
please provide Name of Pension Plan (which includes the
entity offering this Pension Service). Pension Account
number is optional.
Providing information in this section is NOT Mandatory.

If you do not have Life Insurance Policy, you may skip this
8 Life Insurance Policies section. However, if you have a Life Insurance Policy,
please provide the Name of Insurance Company, the same
is mandatory. Other details such as Policy Number, Policy
Start Date, Policy Maturity Date, Sum assured are optional.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 4 of 6
Sr. No. Section Name Information necessary to fill the section
Providing information in this section is NOT Mandatory.

This section is provided to capture all other assets, which


are not listed above. These assets comprise of Antiques,
Jewellery, Precious metals, Precious Stones, Art, Vehicles.
This section also provides for option to define your own
9a Other Assets Asset Name. Asset Description can be given in free text box
provided on this screen. Information in this section is not
mandatory. If you do not have any assets classifying in the
above category, you may skip this section.

Optionally, providing details of mortgage / loan against any


of the assets is allowed.

Providing information in this section is NOT Mandatory.

If you do not have any Digital Assets, you may skip this
section.

9b Digital Assets Digital Assets comprise of Digital Photographs, Software


code, Software / System Patents etc. Free text box provided
to give the Asset description. If it is held in Joint name,
providing Joint Holder details (Name, Address and Date of
Birth) is mandatory. If Joint holder is Minor, Guardian details
(Name, Address) is to be provided.

Providing information in this section is NOT Mandatory..

If you do not have any liabilities (of Loan or being a


Guarantor to someones Loan account), you may skip this
section.

If you have taken Loan, you need to provide the Entity Name
who has your Loan account. The other details such as
10 Liabilities Address, Start Date, Closure Date, and Loan Account
Number are optional.

If you are Guarantor, you may provide name of the individual


/ entity for whom you stand guarantee.

You may also define as to who will be responsible after your


demise, of repaying this liability. This will have to be
selected from one of the beneficiaries defined by you.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 5 of 6
Sr. No. Section Name Information necessary to fill the section
Providing information in this section is NOT Mandatory.

If you do not wish to exclude any specific person / entity from


getting your assets, you may skip this section. However, if
you wish to exclude specifically any one from gaining access
11 Non-Beneficiaries
to any of your assets by virtue of any legal provisions etc.,
the details (Name, relationship) is mandatory if you select to
enter details in this Tab. Any other information that you may
want to include, is optional and you may include if you wish)
of such person are to be given here.
Providing information in this section is NOT Mandatory.

There is no information which you may have to specifically


12a Contingent Beneficiary gather for filling this section. All information that is
mentioned in beneficiary section will come handy. For each
beneficiary defined, you can provide for contingency
beneficiary.
Providing information in this section is NOT Mandatory.

If you do not have any specific instructions to be featured in


12b Special Instructions your Will document, you may skip this section. Typically
special clauses comprise of conditional clauses affecting the
beneficiaries. For your convenience, some examples are
given in this section.

Data Required EzeeWill Ver. 2.0 NSDL e-Gov and Warmond Page 6 of 6