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Sample Will Format

1. The document is a last will and testament that bequeaths the testator's assets to family members. 2. It appoints an executor to distribute the estate according to the will and gives the executor power to settle any legal claims. 3. The will lists bank accounts, immovable properties, jewelry, investments, insurance policies, and other miscellaneous assets in attached schedules and designates beneficiaries for each asset.

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0% found this document useful (0 votes)
2K views7 pages

Sample Will Format

1. The document is a last will and testament that bequeaths the testator's assets to family members. 2. It appoints an executor to distribute the estate according to the will and gives the executor power to settle any legal claims. 3. The will lists bank accounts, immovable properties, jewelry, investments, insurance policies, and other miscellaneous assets in attached schedules and designates beneficiaries for each asset.

Uploaded by

Sathish RK
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Annexure-III-Simple Will Format

LAST WILL AND TESTAMENT Of …………………………….


S/O………………………………………………..
Residing at………………………………………………………………………………

Entered On

PREAMBLE

I ….………………………………………. S/O……………………………
(Religion)……………. age……… years,
presently resident
…………………………………………………………………………………………………
……………………………………………………. of
being of sound mind and memory declare that the following is my last Will and
Testament.
I do hereby revoke any and all former wills and codicils that I have previously made,
particularly My will dated……. Codicil dated………….
I ask all my relatives, friends, and others, to honor my right to make this will. I
ask them to honor the spirit and letter of this document and not to try to obstruct or
change it in any way. Let them see to it that my properties are divided as I wanted
them to be divided. I ordain that under no circumstances should the contents of this
will be changed voluntarily.

ARTICLE I: MY IMMEDIATE FAMILY

1. I am happily married to Smt……………………………. D/O………………….


Sri …………………………………., age…………years, resident of
…………………………………………………………………………………….
and all references in this will to my wife are to her.
2. I am the proud father of our Son/Sons, Daughter/Daughters, whose name/s is/are
given below.

a. …………………………………age…… Residing at…..................... Married

to……………………………………

b. …………………………………age…… Residing at…..................... Married

to……………………………………

c. …………………………………. age…… Residing at… .................... Married

to……………………………………

SIGNATURE OF TESTATOR
They are proud parents of our grandchildren as mentioned below
1. ……………………………………. S/O……………………………………

2. ……………………………………. D/O……………………………………

3. ………………………………………S/O, D/O …………………………...

ARTICLE II: EXECUTOR AND BENEFICIARY

1. I hereby state that all my estate all self-acquired: Immovable Properties and
Movable properties like cash, bank accounts, Shares, Mutual Fund Investments,
Life Insurance Investments, Jewels, and any other property not mentioned in this
will, are self-acquired.
2. I am possessed of and absolutely entitled to movable and immovable properties,
which are described in the schedules I to VI attached herein. Any
mistake in the description or omission therefrom will not affect the dispositions
hereby made and this will deed will apply to all my properties of whatso ever nature
and wherever situated and whether standing in my name alone or jointly with
anybody else, if any name is first mentioned.
3. I have given a brief description of my estate both movable and immovable acquired
by me in Schedule I to VI. Whatever the estate, properties, Assets that I have
mentioned and omitted to mention and acquired by me in future will be bequeathed
according to Article III given below.
4. I ordain that the executor of this will be ……………………….
S/O………………………. He shall act as an executor to serve without bond, to
distribute it according to my will.
5. I direct that the executor takes all actions legally permissible to have the probate
of my estate done as simply and as expeditiously as possible.
6. I give my executor power to settle any claim for or against my estate.

ARTICLE III: WILL

1. After my death my wife/husband Mrs./Mr. ……………………is entitled to the


amounts lying in my Bank account/various Bank accounts in my name,
specifically mentioned in Schedule I attached to this will. This bequeath shall
have priority over all other bequests and dispositions.

2. I bequeath my immovable property(is) situate at


…………….……………….and .................................. Centres specifically
mentioned as item no ............ in Schedule II attached to this will to
my………………. Shri/Smt……………………………….and item no............... in
Schedule II to my …………....
Shri/Smt/Ms. .............................................................. absolutely.

3. I bequeath Gold and Silver ornaments/Jewellery /Gold Coins mentioned in


Schedule III to my… ......... Shri/Smt/Ms. ................................................. absolutely.

SIGNATURE OF TESTATOR
4. I bequeath Share and Securities, Mutual Fund, PPF, SCSS specifically
described in Schedule IV to my ………….
Shri/Smt/Ms.……………………………. and
Shri/Smt/Ms.…………………………...

5. I hold Insurance Policies for Self/Family for Life cover as also property which is
spelt out in Schedule V to my will. I bequeath all my properties which are not
mentioned in this will to my………. Shri/Smt/Ms.………………………………….
and my ……………. Shri/Smt/Ms.……………………………….

6. I bequeath my miscellaneous assets in Schedule VI, as per details given there


in to
my…………………. Shri/Smt/Ms.……………………………………

ARTICLE IV: SEPARABILITY

I direct that no part of this will be invalidated by a court. If any part of this will is
determined invalid by a court the other parts shall remain valid and enforceable.
th
I subscribe my name to this will this day of ………, at …………….
,… ...................................... and do hereby declare that I sign and execute this instrument
as my last will and that I sign it willingly, that I execute it as my free and voluntary act
for the purposes therein expressed, and that I am of the age of majority or otherwise
legally empowered to make a will, and under no constraint or undue influence. I have
made this will while I am in sound health and of good understanding.

Name Testator Signature Date

SIGNED BY THE TESTATOR IN THE PRESENCE OF TWO WITNESSES

Witness 1.

Signature Date Name and Address

Witness 2.

Signature Date Name and address


Note

1. This is a specimen format provided for information purpose only. To be suitably


modified as per requirement.
2. All pages of Will including Schedules to be signed.
3. Signature of two witness is a must.
4. Applicable for self-acquired properties.
5. The will can be registered or unregistered. The advantage of registered will is
that in case of disputes, it can be proved easily.
6. The will deed can be made out on plain paper.
7. Will registration cost will be very less
8. The original copy of the executed will can be kept in a safe and secured place.
9. Codicil means an instrument made in relation to a will and explains, alters or
adds to the dispositions and is deemed to be a part of the original will.

*******************
Enclosures/Schedules to Will dated…………….
Schedule I (Deposits) -Mention here brief details of Deposits like Bank, Branch, account
No, Type of Account, Names of account holders.

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

Schedule II (Immovable property/ies)-Mention here the details of the property, area,


Location, and registration details etc.,)

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………

…………………………………………………………………………………………………
Schedule III (jewellery)- Mention here Details of Gold, Diamond jewellery, Gold Coins,
Ornaments which are in Locker.in Use by Wife, Daughters

Bangles-------(……grams approx.) Earrings---------(… …. Grams Approx.) Necklace-------


(……. grams approx.) Manglasutra/Thirumangalyam……. (… Grams) Rings……. (……….
Grams), Bracelets…………. ( ……. Grams), Chains……. (..............grams)
Gold Coins……… ( ......... Grams)

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..
Silver ornaments /Plates and other items weighing............... Held in Bank Locker or in
use

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

Schedule IV – (Shares, MFS, PPF, SCSS etc.)-Mention details of Shares held in Demat
account, Mutual Fund accounts, Securities held with the Company, PPF account, SCSS
details

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..
Schedule V- (Insurance Policies Etc.)-Mention here Details of Policies, Beneficiaries,
Sum assured, Due date and Name of Insurer etc.

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

Schedule VI (Miscellaneous Assets Etc.)-Mention here details of other movable assets


like Vehicle, Electronic Goods, Furniture etc. Not specifically covered in the will deed
above.
…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

…………………………………………………………………………………………..

PLACE SIGNATURE OF TESTATOR

DATE
IN THE PRESENCE OF TWO WITNESSES

Witness 1.
Signature Date Name and Address

Witness 2. Signature Date Name and address

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