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List of Beneficiaries
Name of Relationship to PAN / Place of
S.N Age
Beneficiary the Testator Aadhar No Residence
1 Harshada Saxena Mother AELPN2345Z Mumbai 65
Below is the list of Assets and Percentage Share of each asset I would like to transfer to the
above Beneficiaries:
a. Bank Accounts
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b. Insurance Policies
S.N Beneficiary’s %
Name of the Policy Policy Number Type / Remark
. Name Share
1 _____________ _____________ _____________ _____________ ____
2 _____________ _____________ _____________ _____________ ____
c. Stocks
Beneficiary’s %
S.N. Brokerage Firm Account No Type / Remark
Name Share
1 _____________ _____________ _____________ _____________ ___
d. Mutual Funds
Beneficiary’s %
S.N. MF Distributor Account No Type / Remark
Name Share
1 _____________ _____________ _____________ _____________ ___
2 _____________ _____________ _____________ _____________ ___
e. Jewellery
Sr. Beneficiary’s %
Type of Jewellery Invoice Number Type / Remark
No Name Share
1 _____________ _____________ _____________ _____________ ___
_____________ _____________ _____________ _____________
2 ___
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III. Immovable Assets
f. House
g. Land
Registration Beneficiary’s %
S.N. Name of the Land Type / Remark
Number Name Share
_____________ ___
1 _____________ _____________ _____________
_____________ ___
Residue Assets: I have mentioned all the assets that I Possess. In case if anything is left out
or if I Purchase anything after this Will is made then it should transferred to my Wife, Reena
Saxena, Completely.
Guardian: If my wife Reema Saxena predeceases me, I appoint my elder brother Mr. Arpit
Saxena as the guardian for my children Natasha and Sameer till they turn age 21. He shall be
responsible for taking care of assets till age 21 and handing over the assets.
Discharge of Liabilities: On my death, the beneficiaries shall equally bear the administration
expenses of Will Execution. And shall discharge my debts / liabilities from respective assets
attached to the liabilities if any.
I hereby sign this will on _____________, at _____________ in the presence of the following
persons who have witnessed this will in my presence:
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____________
Witness 1 (Sign)
Name:
Address:
Date:
____________
Witness 2 (Sign)
Name:
Address:
Date:
____________
Testator (Sign)
Name:
Name:
Address:
Date:
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