Will & Testament - Memorary

TESTATOR

First Name

Middle Name

Last Name

Email

Mobile

BASIC

Civil Status

Date of Birth

Place of Birth

Nationality

SSS

PhilHealth

PAG-IBIG

TIN

SPOUSE

First Name

Middle Name

Last Name

Date of Birth

CHILDREN

Legitimate Children

Legitimate children are born in marriage and legally adopted.

Illegitimate Children

Illegitimate children are born outside marriage.

LEGITIMATE CHILDREN

CHILD #1
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #2
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #3
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #4
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #5
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #6
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #7
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #8
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #9
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #10
(LEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

ILLEGITIMATE CHILDREN

CHILD #1
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #2
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #3
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #4
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #5
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #6
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #7
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #8
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #9
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

CHILD #10
(ILLEGITIMATE)

First Name

Middle Name

Last Name

Date of Birth

PARENTS & SIBLINGS

Include Parents

A portion may be left to parents after children or in entirety if no children.

Include Siblings

A portion may be left to siblings after compulsary heirs.

PARENTS

FATHER

First Name

Middle Name

Last Name

Date of Birth

MAIDEN MOTHER

First Name

Middle Name

Last Name

Date of Birth

SIBLINGS

SIBLING #1

First Name

Middle Name

Last Name

Date of Birth

SIBLING #2

First Name

Middle Name

Last Name

Date of Birth

SIBLING #3

First Name

Middle Name

Last Name

Date of Birth

SIBLING #4

First Name

Middle Name

Last Name

Date of Birth

SIBLING #5

First Name

Middle Name

Last Name

Date of Birth

SIBLING #6

First Name

Middle Name

Last Name

Date of Birth

SIBLING #7

First Name

Middle Name

Last Name

Date of Birth

SIBLING #8

First Name

Middle Name

Last Name

Date of Birth

SIBLING #9

First Name

Middle Name

Last Name

Date of Birth

SIBLING #10

First Name

Middle Name

Last Name

Date of Birth

INCLUDED

Included Other Persons

Included Beneficiaries are added to heirs who are non-immediate family members (ie. cousin, friend, partner, etc.)

Included Beneficiaries (Institution)

Included Beneficiaries are added to heirs who are non-immediate family members (ie. cousin, friend, partner, etc.)

INCLUDED #1 (PERSON)

First Name

Last Name

Relationship

INCLUDED #2 (PERSON)

First Name

Last Name

Relationship

INCLUDED #3 (PERSON)

First Name

Last Name

Relationship

INCLUDED #4 (PERSON)

First Name

Last Name

Relationship

INCLUDED #5 (PERSON)

First Name

Last Name

Relationship

INCLUDED #1 (INSTITUTION)

Name of Institution

INCLUDED #2 (INSTITUTION)

Name of Institution

INCLUDED #3 (INSTITUTION)

Name of Institution

INCLUDED #4 (INSTITUTION)

Name of Institution

INCLUDED #5 (INSTITUTION)

Name of Institution

EXCLUDED

Excluded Beneficiaries

Excluded Beneficiaries are defined people not allowed to receive portion from your estate.

EXCLUDED #1

First Name

Last Name

Relationship

Reason

Witness Name

Witness Relationship

EXCLUDED #2

First Name

Last Name

Relationship

Reason

Witness Name

Witness Relationship

EXCLUDED #3

First Name

Last Name

Relationship

Reason

Witness Name

Witness Relationship

EXCLUDED #4

First Name

Last Name

Relationship

Reason

Witness Name

Witness Relationship

EXCLUDED #5

First Name

Last Name

Relationship

Reason

Witness Name

Witness Relationship

ESTATE

Bank Account

Bank account with maintaining balance.

Check

Check orders from Memorary to beneficiary.

Insurance Policy

Life insurance policy with at least 1 year coverage.

Personal Property

Personal items of considerable or sentimental value.

Real Estate

Land, house or condo.

Bank

Bank #1

Other Bank #1

Account Type

Account Number

Currency

Bank #2

Other Bank #2

Account Type

Account Number

Currency

Bank #3

Other Bank #3

Account Type

Account Number

Currency

Bank #4

Other Bank #4

Account Type

Account Number

Currency

Bank #5

Other Bank #5

Account Type

Account Number

Currency

Check

CHECK ORDER #1

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #2

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #3

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #4

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #5

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #6

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #7

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #8

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #9

Order No.

Check No.

Amount

PHP

Recipient

Relationship

CHECK ORDER #10

Order No.

Check No.

Amount

PHP

Recipient

Relationship

Insurance & Pre-need

Insurance Provider #1

Policy Number

Expiry

Insurance Provider #2

Policy Number

Expiry

Insurance Provider #3

Policy Number

Expiry

Insurance Provider #4

Policy Number

Expiry

Insurance Provider #5

Policy Number

Expiry

Personal Property

Item #1

Description

Recipient

Relationship

Item #2

Description

Recipient

Relationship

Item #3

Description

Recipient

Relationship

Item #4

Description

Recipient

Relationship

Item #5

Description

Recipient

Relationship

Item #6

Description

Recipient

Relationship

Item #7

Description

Recipient

Relationship

Item #8

Description

Recipient

Relationship

Item #9

Description

Recipient

Relationship

Item #10

Description

Recipient

Relationship

Real Estate

Real Estate #1

TCT No.

Address

Size

sqm

Real Estate #2

TCT No.

Address

Size

sqm

Real Estate #3

TCT No.

Address

Size

sqm

Real Estate #4

TCT No.

Address

Size

sqm

Real Estate #5

TCT No.

Address

Size

sqm

Real Estate #6

TCT No.

Address

Size

sqm

Real Estate #7

TCT No.

Address

Size

sqm

Real Estate #8

TCT No. of #8

Address

Size

sqm

Real Estate #9

TCT No.

Address

Size

sqm

Real Estate #10

TCT No.

Address

Size

sqm

ROLES

Executor

Executor and Administrator is required.

Legal Guardian

Do you have minors in custody?

Pet Guardian

FINAL WISHES

Phone

Search History

Will the Executor clear your search history after 30 days?

Messages

Will the Executor delete all messages from your phone after 30 days?

Photos and Gallery

What to do with photos in phone

Email Accounts

Will the Executor clear your search history after 30 days?

Social Media Accounts

What to do with social media accounts (Facebook, Instagram, TikTok, etc.)

Last Wish

Format Phone

Will the Executor format your phone after 30 days?

Burial Ritual

AGREEMENT

I have read and agree to the Terms and Conditions and Privacy Policy