PRIMARY INFORMATION FORM FOR WILL DOCUMENT – FILL RELEVANT INFO

!! श्री !!

Full Name of Testator [Male / Female] : _________________________________

______________________________________________________________________

DATE OF BIRTH: -_________________________ Age : -------------------

Place of Birth :________________________________

Name of Parents :

1] ---Late-----------------------------------------------------------------------

2] ----Late---------------------------------------------------------------------------------

(In case of Female Will Executor - Testatrix,

Maiden Name: _____________________________________________________)

Educational Qualification: --------------------------------------------------------------

Profession / Service: Retired---------------------------------------------------------------------------

Period of Working: __________________ Years ,

Present Status: Working / Retired/ Housewife

In case of Female Partner/ Spouse ,

Maiden Name:
-----------------------------------------------------------------------------------------------

Educational Qualification: -----------

Profession / Service:

Period of Working: __________________ Years ,

Date and Place of Marriage :_ _________________________________________

Full Residential Address with PINCODE :

--------------------------------------------------------------------------------------------------------------------

--------------------------------------------------------------------------------------------------------------------

--------------------------------------------------------------------------------------------------------------------
Names of Children

1] ------------------------------------------------------------- D.O.B.

2] ------------------------------------------------ D.O.B.

3] ------------------------------------------------------------------------------------- D.O.B ----------------

4] ------------------------------------------------------------------------------------- D.O.B.----------------

In case of married children, Names of Son-in-law , Daughter-in-law ,

Grandchildren

1] ----------------------------------------------- Relation -Daughter -in-law

2] -------------------------------- Relation – Son-in-law

3] -…………… Relation - Grandson

4] -……… -------------------------------------------------- Relation -Grand daughter

5] - -------------------------------------- Relation – Grand Daughter

6] -…………………… Relation – Grand SON

Their Addresses-

----------------------------------------------------------------------------------------------------------------

----------------------------------------------------------------------------------------------------------------

__________________________________________________________________

Details of Immovable Property/ es:

All the details of Ancestral as well as self acquired Immovable Properties like Flat,
Bungalow, Land owned by the Testator

S.No Ownership of Address of the Details of the property To whom to

the Property Property Total Area Carpet Area Property Tax be
(square (square Details transferred
meters) meters) (Zone/Ward No./
Milkiat No.)
1.
1.
2.
3.
4.
Documents required – Xerox Copies of INDEX 2 , Property Card, 7/12 extract,
Share Certificate, Property Tax Receipt, share certificate

Details of Movable Properties:

Details of Bank Accounts , FD Receipts, Shares, Mutual Funds, Insurance

Policies, Bonds etc – Single and Joint Holdings

S.No. Name of Account Holders Account Number Bank Name To whom the Remarks if any
and Branch proceeds will go
1 (1)
2 1.
3 1.
4 1.
5 1.
6 1.
7 1.
8 1.
9 1.
10
Details of DMat Account
S.No. Name of Account Holders Account Number NSDL DMat To whom the Remarks if any
Account proceeds will go
Edelweiss
Broking Limited
1.

Details of Lockers with Banks

S.No. Name of Account Holders Account Number Bank Name To whom the Remarks if any
and Branch proceeds will go
1 1.
2 1.

S.No. Remarks if any

1
2
Details of Jewelry, cash, gift items, decoration pieces, paintings etc. kept in flats etc. will be distributed
Stock in hand of Traditionals being run by …………………….as a proprietor will be distributed ………..

A] Name of Bank and Branch, Account Numbers and Names of Holders and
Nominees if any
B] Name of Bank and Branch, FD Receipt Amount and Number, Names of
Holders Holders and Nominees if any
C] Shares, Mutual Funds, Bonds – Company Names, DEMAT A/C. Number,
Folio Numbers, Details of Broker
D] Bank Lockers
E] JEWELLARY ITEMS , Details of vehicles.
[ Make a separate list ]

Other Information –

Donations to be given etc. –

F)NAME, ADDREESS , ID NO. OF EXECUTOR (who is not beneficiary in will)

G) MEDICAL CERTIFICATE ( ON DOCTORS LETTER HEAD ,WITH RUBBER
SEAL_

Original required 2-3 days prior date of registration of Will.

H) PHOTO , NAME, ADDREESS ,UID NO. OF 2 WITNESSESS (who ARE not

beneficiary in will)
They required to be remain present at the time of registration.