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PERSONAL IMFORMATION FORM
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Full name. Including maiden name and any previous names if applicable
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Postal address
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Telephone Numbers / Email
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Date of Birth
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Are you an existing client? If not who referred you?
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Do you have existing wills? If so, please provide copies. Where are the originals stored?
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Name of spouse
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Former spouse? Do you have a decree absolute?
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Do you have a matrimonial agreement or an order of the Court. If so please provide a copy.
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Full names of your children if any and addresses if different from your own.
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Stepchildren
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Any other dependents? (Those financially dependant upon you)
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PERSONAL (MOVABLE) ESTATE
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Movable estate covers everything not included under immovable estate (share transfer property, cash, life insurance, investments, shares, motor vehicles, jewellery, and household contents). If you wish to leave any particular items to named individuals you must ensure that the item is fully described, so that it can be easily identified upon your death. Your debts are paid out of your movable estate before distributions are made. Movable estate, (unlike your immovable estate), is governed by the law of your place of domicile. If you were born in Jersey and intend to reside in Jersey for the remainder of your days then you are domiciled in Jersey. If you were not born in Jersey, but are resident in Jersey and intend to remain here for the rest of your days, then you may have acquired a domicile of choice in Jersey. Otherwise, it is likely that you are domiciled in the jurisdiction in which you were born. We will be pleased to discuss these issues with you.
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Where are you domiciled?
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Funeral Instructions (Not compulsory)
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Executor Name and Address. Alternative Executor. A beneficiary may be an executor, as can a spouse. Viberts Executors Limited offers Executorship services.
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Pecuniary legacies (cash gifts) Amount and names and addresses of recipients.
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If you have a spouse to whom you are leaving the residue of your estate, do you wish these gifts to be effective only if your spouse predeceases you?
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Specific Bequests (gifts of particular items eg jewellery, ornament, particular investment or bank account). Amount and names and addresses of recipients.
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If you have a spouse to whom you are leaving the residue of your Estate, do you wish these gifts to be effective only if your spouse predeceases you?
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To whom do you wish to leave the residue of your assets? (The remainder after payment of debts and pecuniary legacies or specific bequest). If to more than one individual please state in what shares.
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If the person(s) named above predecease you to whom do you wish to leave the residue to your movable estate and in what shares?
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Guardians: Should you and your spouse die leaving children aged under 18, do you wish to appoint a guardian? If so, please provide details.
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Your questions / comments
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REAL (IMMOVABLE) ESTATE
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Immovable property includes freehold land or buildings, flying freehold, leases over 9 years and certain types of mortgages, (Hypothèque Conventionnelle Simple (“HCS”) a form of loan secured by means of a charge over Jersey immovable property).
Immovable property is governed by the law of the jurisdiction in which it is situated. As such, if you own immovable estate in a jurisdiction other than Jersey you must take advice from a lawyer in that jurisdiction.
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Address of property in Jersey
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Is it freehold or share transfer? (Share transfer is movable)
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Do you own this property solely or jointly with another?
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If jointly, is that as tenants in common or jointly for the survivor?
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Are there any charges registered on the property?
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If so, is there a life policy assigned to the lender to cover the borrowing in the event of your death?
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Do you own immovable property in any other jurisdiction? If so please provide details.
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DISPOSAL OF YOUR IMMOVABLE ESTATE
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To whom do you wish to leave your Jersey immovable property? If to more than one person, please state in what shares. Please note that you cannot create a trust of Immovable property in Jersey.
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If the person(s) named above predeceases you, to whom do you wish to leave the share that person would have inherited had they survived you? Spouses should have mirror provisions.
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Your questions / comments
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