Will Preparation — Client Data Gathering

Organise everything needed to draft your Will in eight guided steps — personal and family details, properties, accounts, assets, insurance, loans, executors and witnesses. Progress saves automatically in this browser; print or download when complete.

⚖️ Legal disclaimer: This form only gathers information to assist with Will preparation. It is not a Will, does not constitute legal advice, and drafting/execution of a Will must be done in consultation with a licensed legal professional. Will assistance is a facilitation service and is separate from our mutual fund distribution activity.

🔒 Your privacy: Everything stays only in this browser — nothing is sent to any server. Do not enter full Aadhaar, PAN, or bank account numbers here — where identification is needed, enter only the last 4 digits. Full numbers are recorded on the official printed form during your consultation.

1 · Personal Details

About you and your spouse

Gratitude Words — an opening message of thanks/blessing you'd like in your Will (optional)

Client Name *

Spouse Name

Birth Date *

Contact Number *

E-mail Address

Occupation

Citizenship

Marital Status

Address

If previously married — reason for termination (Death / Divorce; provide copies of any marital settlement agreements at consultation)

2 · Family Details

Children, grandchildren, guardianship and elders

Children (if any)

Full Name	Birth Date	Spouse Name (son's wife / daughter's husband)

No children added

Guardianship of Minor Children

If any of your children are minors, who would you want as their guardians if anything should ever happen to you?

Guardian 1 — Name

Guardian 1 — Relationship

Guardian 2 — Name

Guardian 2 — Relationship

Grandchildren (if any)

Full Name	Birth Date

No grandchildren added

Living Parents

Father — Name & Birth Date

Mother — Name & Birth Date

3 · Real Estate

Properties you own — include city, state and pincode in the location

Address / Location	Type (Farm, Residence…)	Area	Fair Market Value (₹)	Legal Title in Whose Name

No properties added

4 · Bank Accounts & Financial Assets

Accounts and asset classes with intended beneficiaries

Bank Accounts

Bank Name	Account No. — LAST 4 DIGITS ONLY	Type (Savings/Current)	Joint Holder

No accounts added

Financial Assets & Beneficiaries

Type of Asset	Value (₹)	Beneficiary — Whom To Be Given

No assets added

Asset types from the standard form: Equity Shares · Equity Mutual Funds · Debt Mutual Funds · Gold · Silver · Diamond · EPF/PPF/NPS · Bank Fixed Deposit · Other personal belongings

Location of Safety Locker (bank & branch only — no locker numbers)

5 · Life Insurance & Business Interests

Life Insurance Policies

Company Name	Amount Covered (₹)	Maturity Value (₹)	Beneficiary Name

No policies added

Business Interests — Partnership, Proprietorship, LLP

Business / Firm Name	Type of Interest	% Ownership / No. of Shares	Capital as on Today (₹)

No business interests added

6 · Loans & Expected Inheritance

Loans

Financial Institution	Due Date	Balance (₹)	Who Will Repay In Your Absence

No loans added

Expected Inheritances

Do you expect an inheritance?

If yes — from whom?

Approximate value (₹)

7 · Executors, Bequests & Key Contacts

Present Estate Planning — Executors

Who would you like to serve as Executor and Successor Executor of your estate?

Executor 1 — Name

Executor 1 — Address & Contact

Executor 2 (Successor) — Name

Executor 2 — Address & Contact

Bequests & Trusts

Charitable Bequests — any amount you wish to donate to an organisation

Specific Family Trust — e.g. for your wife, married daughter, or any person close to you

Key Contacts

Name of Financial Planner / Distributor

Name of Your CA

Name of Life Insurance Agent

Additional Information — anything further you want recorded

8 · Witnesses, Checklist & Review

Witnesses

Witness 1 — Name

Witness 1 — Contact

Witness 2 — Name

Witness 2 — Contact

Date

Signature is taken on the printed form at your consultation — Wills require physical signing before witnesses to be valid.

Documents to Bring to Your Consultation Latest Income Tax Return Property papers Insurance documents Medical certificate — yourself Medical certificate — the executor Two photographs of each witness Marital settlement agreements (if previously married)

I consent to being contacted by I Tag Financials regarding this submission. Personal data is handled in line with the Privacy Policy and applicable Indian data protection law (DPDP Act, 2023). *

"Request Will Consultation" opens your email app addressed to [email protected] with your basic details — attach the printed PDF or JSON for the full record. A Will must be drafted, signed and witnessed under the guidance of a licensed legal professional; we facilitate and coordinate this for you.