Wasiyah Questionnaire

DETAILS
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PERSONAL DETAILS
Your Name *
Date of Birth
Home Address
Telephone Number
Religion
Marital Status
If Married, share details of your wife / wives
Spouse Name	Date of Birth	Actions
CHILDREN OF PRESENT MARRIAGE
Name of Child	Date of Birth	Actions
Have you been married before?
Yes No
If yes, please give details of former Spouse
Children from dissolved / past marriage (if any)
Name of Child	Date of Birth	Actions
ANY OTHER CHILDREN
Name of Child	Date of Birth	Actions
Should include Adopted Children
Please list distant relatives
Should include Ascendants and Descendants
Are you making this wasiyah out of your free will?
Yes No
Have you made a previous wasiyah before?
Yes No
If yes, State whether this new wasiyah revokes the previous one or adds to it
ASSETS
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PERSONAL AND FINANCIAL ASSETS
Assets Include cash, shares in publicly quoted companies and property interests such as interests in real estate. With regards to real estate, it is important for us to know the location (city and state) of the real estate and the type of the property, e.g., residence, shopping centre, apartment house, or similar description.
REAL ESTATE
Type of Property	Value of Property	Location / Address	Title Documents of Assets	Actions
TANGIBLE PROPERTY
Description of Property	Value	Actions
This should include Autos, Jewelleries, Artifacts, Luxury Assets, Family Heirloom etc
CASH
Bank	Value	Actions
SHARES
Name of Company	Value of Shares	Name Shares are Held	Location of Shares	Actions
Policies
Typre of Policy	Name of Company	Policy Number	Value of Policy	Actions
DIGITAL ASSETS
Digital assets mean any asset that exists in binary form and include but not limited to emails, documents, images, audio, video stored on desktops, laptops, tablets storage devises, smartphones, and any other similar digital device.
If you have any digital assets you would like to be part of your estate, please state
OTHER RIGHTS RELATED TO ASSETS
Please give details of other transferable rights you own over assets. This could include Rights over collateral, rights to lease contracts, bequeathed assets etc
Was this acquisition of these properties lawful?
Yes No
If No, please indicate which property was not
WAQF
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WAQF (ISLAMIC TRUST)
WAQF also known as Islamic Trust or Endowment is an original cWAQF also known as Islamic Trust or Endowment is a DEED where the Settlor (WAQIF) gives an asset or property (movable or immovable) to benefit 3rd parties or a charitable cause.
Do you wish to set up a WAQF?
Yes No
If yes, what assets would you like to place under the WAQF?
What is the tenure of the WAQF?
Who do you wish to benefit under the WAQF and in what ratio?
Beneficiary	Ratio	Actions
Do you have any admonitions to be included in the Wasiyah?
Yes No
If Yes, please state (admonitions)
Do you have any funeral wishes you would like to be carried on upon your death?
Yes No
If Yes, please state your wishes
Do you have any debts that is yet to be settled?
Yes No This could include Loans yet to be repaid, Mortgages, Zakat, Kafarah, Marriage gift yet to be paid in respect of one’s wives
If Yes, please state debt
ASSET DISTRIBUTION
Please give a list of your intended beneficiaries. NB: Fixed Heirs cannot be part of the beneficiaries to the Wasiyah – This includes your spouse, children, etc
Beneficiary	Asset	Actions
Please create additional rows as needed
What are your express intentions if a beneficiary refuses a gift?
List anyone you would wish to exclude from your Wasiyah
OTHER MATTERS
Please describe or list here any other facts or matters which do not seem to be covered by this questionnaire and you believe is important for us to know
APPOINTMENT
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APPOINTMENT OF EXECUTORS
APPOINTMENT OF EXECUTORS
Name of Executor	Relationship	Address	Phone Number	Actions
Kindly note that this is optional and depends on your wishes. The role of the Executors can only commence on your demise and they are to work to ensure that your wishes are fulfilled. NB: They can be Muslims or Non-Muslims
Can the Executors act independently of one another?
Yes No
Will the Executors be paid from your Estate?
Yes No
If Yes, please state the amount to be paid to each Executor
Executor	Amount	Actions
AUTHORITIES OF EXCEUTORS
Executor	Amount	Actions
Please state the authorities and powers you wish to give to the Executors of your Wasiyah
WITNESSES
Name	Address	Occupation	Phone Number	Actions
Kindly give the particulars of two (2) witnesses to your Wasiyah