Estate Planning Data Sheet

Confidential questionnaire for preparation of your Will

Please complete the sections that apply to you. Fields marked with * are essential; we strongly encourage you to answer every field so your Will can be drafted accurately.

How to use this form: Fill it in directly on this page. First, tick the assets and liabilities you own under “Assets & liabilities you own” — only the relevant sections will then appear. When you are done, click “Download / Print PDF” at the top right and choose “Save as PDF” as the destination (or send it to a printer).

Private & Confidential — this form collects sensitive personal and financial information. Nothing you type is sent anywhere; the PDF is generated on your own device.

Foresight Family Office · Private & Confidential
Prepared for the purpose of drafting a Will. This document is not legal or investment advice. AMFI-registered Mutual Fund Distributor · ARN-122806.