Instruction Sheet

Estate
Date: ______________

Source of work
Existing Client Recommend by other Internet Others :
Client

 PROBATE / WILL  ADMINISTRATION / INTESTACY

Time limitation

Claim for family provision order under the Inheritance (Family Provision) Act 1971 – within 6 months
from date on which representation is first taken out or as may be extended by court.

1. Client
Name: ___________________________________________________________
_________________________________________________________________
Address: __________________________________________________________
_________________________________________________________________
Postal address: As above 
_________________________________________________________________
Occupation: _________________________ Date of birth: ___________________
Tel: Residential ___________ Office _____________ Fax: ________________
Mobile: ______________________ Email: _______________________________
If trust company (Co. No.) ___________ Authorised signatories _____________
Relationship to deceased: ____________________________________________

2. The deceased
Name: ___________________________________________________________
_________________________________________________________________
Address: __________________________________________________________
_________________________________________________________________
Other name / alias: _________________________________________________
Date of death _____________ Age at death _________ Died at: _____________
Cause of death: ____________________________________________________

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Did deceased die in circumstances, which might give rise to compensation or
damages?  Yes  No

If yes, details: ______________________________________________________

_________________________________________________________________
Date of birth: _________________ Place of birth: _________________________
Services:  Yes  No If yes -  Army  Navy  Air force
Occupation: _______________________________________________________
Marital status:  Single  Married  Divorced  Widow/er  Others
Details: _____________________________________________

3. Will particulars
Did the deceased leave a will?
 Yes
Date of will: __________________ Date of codicil: ____________________
Location of will: ________________________________________________
Any irregularities in will:  Yes  No
If yes, details: _________________________________________________
Witness 1
Full name: ____________________________________________________
NRIC No.: ____________________________________________________
Address: _____________________________________________________
Occupation: ___________________________________________________
Witness 2
Full name: ____________________________________________________
NRIC No.: ____________________________________________________
Address: _____________________________________________________
Occupation: ___________________________________________________

 No

Total assets (exclusive of deceased possessed of or entitled as trustee, but without

deducting debts) is
 More than RM2 million  Less than RM2 million, and consist of :-
 At least 1 immovable property;
 Wholly movables.

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4. Executors/Administrators
 Executor 1  Administrator 1
Name: ___________________________________________________________
_________________________________________________________________
Address: __________________________________________________________
_________________________________________________________________
Postal address: As above 
_________________________________________________________________
Occupation: _________________________ Date of birth: ___________________
Tel: Residential __________ Office ______________ Fax: ______________
Mobile: ______________________ Email: _______________________________
Relationship to deceased: ___________________________________________

 Executor 2  Administrator 2
Name: ___________________________________________________________
_________________________________________________________________
Address: __________________________________________________________
_________________________________________________________________
Postal address: As above 
_________________________________________________________________
Occupation: _________________________ Date of birth: ___________________
Tel: Residential ____________ Office _______________ Fax: ______________
Mobile: ______________________ Email: _______________________________
Relationship to deceased: ___________________________________________

5. Beneficiaries
Distribute according to  the will  the laws on intestacy

Names, ages and addresses in full of next of kin or beneficiaries named in the will,
stating relationship to deceased. If insufficient space, please attach list.

Name, NRIC No. and address Relationship Age

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