Surname

First Name/s

Address

Postal
Address

Home Ph

Work Ph

Mobile Ph

Fax No

Email

Occupation

Surname

First Name/s

Address

Postal
Address

Home Ph

Work Ph

Mobile Ph

Fax No

Email

Occupation

Full Name of Trustees

Trustees IRD Numbers

Full names of trusts beneficiaries
(usually trustees and their children)

Address and value of properties to be gifted
(please forward copies of Valuations)

Details of other property to be gifted
(ie shares or other investments)

Full Name of Executor/s

Full Name of Beneficiaries

Full Name/s of Guardians
of infant children

Age to Inherit

Burial or
Cremation?

Full Name of Executor/s

Full Name of Beneficiaries

Full Name/s of Guardians
of infant children

Age to Inherit

Burial or
Cremation?

Full Name of Attorney

Attorney
Address

Occupation

Contact No

Mobile No

Full Name of Attorney

Attorney
Address

Occupation

Contact No

Mobile No