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1
Disclosure
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WILL DISCLOSURE FORM
Redeem your FREE gift and have your will drafted by our Estate Planning and Protection experts.
Client Full Names
your full name
Client - Cellphone
your full name
Email
a valid email
email
Financial Advisor Name and Surname
your full name
Yes
No
a) Have your recently experienced a life changing event: Marriage, Divorce, Pregnancy etc.
b) Do you have minor children?
c) Do your children need to inherit some of your life insurance and estate?
d) Is there anyone, other than your spouse and children, who need to inherit from your estate?
e) Do you own any property?
f) Do you have any last wishes?
g) Are you divorced?
If you answered “yes” to any of the above, you require an updated Last Will and Testament.
ARE YOU COVERED AGAINST THE FOLLOWING LEGAL FEES AT DEATH?
Yes
No
a) Executor Fees (i.e. this fee at 3.99% of your gross estate is applicable to everyone)
b) Trustee Fees (i.e. only applicable if a testamentary trust is needed)
b) Conveyance attorney fees (i.e. only applicable if your estate contains property(ies) that need to
be transferred)
CLIENT CONSENT:
pick one!
I consent to be contacted by Capital Legacy to book an appointment with a specialised Legacy my estate, such as Executor Fees, Testamentary Trust Fees and Conveyance Fees, and provide an option to cover such Fees upon death.
Date of Submission
of appointment
date_range
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