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  • Checklist Islamic Estate Planning

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    Azman Ramli
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    The document provides a template for individuals to record their personal details, details of beneficiaries, appointed executors and guardians, assets and liabilities, and final wishes for the purposes of Islamic estate planning. The template includes sections for one to provide their name, address, ID number, date of birth, contact details, a list of beneficiaries with their names, relationships, ID numbers. It also includes sections to list appointed individual executors and guardians, required information about assets like property, bank accounts, investments, vehicles, business shares, memberships, and jewelry. Finally, it includes sections to describe each asset and state wishes for each, as well as to list any liabilities and provide a final message.

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    The document provides a template for individuals to record their personal details, details of beneficiaries, appointed executors and guardians, assets and liabilities, and final wishes for the purposes of Islamic estate planning. The template includes sections for one to provide their name, address, ID number, date of birth, contact details, a list of beneficiaries with their names, relationships, ID numbers. It also includes sections to list appointed individual executors and guardians, required information about assets like property, bank accounts, investments, vehicles, business shares, memberships, and jewelry. Finally, it includes sections to describe each asset and state wishes for each, as well as to list any liabilities and provide a final message.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    22 views4 pages

    Checklist Islamic Estate Planning

    Uploaded by

    Azman Ramli
    The document provides a template for individuals to record their personal details, details of beneficiaries, appointed executors and guardians, assets and liabilities, and final wishes for the purposes of Islamic estate planning. The template includes sections for one to provide their name, address, ID number, date of birth, contact details, a list of beneficiaries with their names, relationships, ID numbers. It also includes sections to list appointed individual executors and guardians, required information about assets like property, bank accounts, investments, vehicles, business shares, memberships, and jewelry. Finally, it includes sections to describe each asset and state wishes for each, as well as to list any liabilities and provide a final message.

    Copyright:

    © All Rights Reserved
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    of 4

    MAKLUMAT ASAS PERANCANGAN HARTA PUSAKA ISLAM

    BASIC INFORMATIONS FOR ISLAMIC ESTATE PLANNING

    MAKLUMAT PERIBADI PEWASIAT / PERSONAL PARTICULARS

    NAMA / NAME
    ALAMAT @
    ADDRESS

    NO. K/P @ IC No Tarikh Lahir / D.O.B


    NO TEL
    ALAMAT EMAIL

    MAKLUMAT WARIS / PENERIMA / DETAILS OF BENEFICIARIES

    NO NAMA PENUH HUBUNGAN NO. K.P.


    1.

    2.

    3.

    4.

    5.

    6.

    7.

    8.

    9.

    10.

    WASI INDIVIDU YANG DILANTIK (JIKA ADA) / INDIVIDUAL EXECUTOR APPOINTED (IF ANY)

    NO NAMA NO KP HUBUNGAN ALAMAT

    4
    PENJAGA HARTA INDIVIDU YANG DILANTIK (JIKA ADA) / INDIVIDUAL GUARDIAN APPOINTED (IF ANY)

    NO NAMA NO KP HUBUNGAN ALAMAT

    MAKLUMAT YANG DIPERLUKAN /


    NO KETERANGAN / DESCRIPTION
    INFORMATIONS NEEDED
    1 Tanah H.S. (M) No.; P.T. No./Lot No.; Mukim, Daerah, Negeri
    2 Rumah / Kondominium/ Pangsapuri/ Lot Kedai Alamat
    3 Akaun Bank Nama Bank, No. Akaun
    4 Unit Amanah Nama syarikat Unit Amanah, No. Akaun
    5 Saham & Sekuriti di Bursa Malaysia No. Akaun CDS
    6 Saham Koperasi Nama Koperasi, No. Ahli
    7 KWSP No. Ahli
    8 Polisi Insurans & Takaful Nama syarikat, No. Polisi
    9 Kereta / Motor / Bot / Kapal Peribadi Jenis kenderaan, No. Pendaftaran
    10 Saham dalam perniagaan Nama syarikat, No. Pendaftaran
    11 ‘Safe Deposit Box’ Nama Bank, No. Peti Simpanan
    12 Keahlian Kelab (yang boleh diwarisi) Kelab, No. Ahli
    13 Barang kemas

    KETERANGAN ASET / ASSETS DESCRIPTIONS HASRAT PEWASIAT / TESTATOR’S WISHES


    KETERANGAN ASET / ASSETS DESCRIPTIONS HASRAT PEWASIAT / TESTATOR’S WISHES
    KETERANGAN ASET / ASSETS DESCRIPTIONS HASRAT PEWASIAT / TESTATOR’S WISHES

    SENARAI HUTANG / LIST OF LIABILITIES


    NO JENIS HUTANG / TYPES OF LIABILITIES INSTITUSI PEMIUTANG / CREDITORS
    1

    10

    PESANAN TERAKHIR / TERMS OF ENDEARMENT

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