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Trust & Asset Management

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Will Preparation & Estate Management

Preparation of a Will

Use the form below to begin the process of preparing a Will. Be as precise as possible. We will process this information and help you to complete all the necessary stages of preparing your will.

Note: Click "Submit" below to submit this form. Clicking "Submit" indicates that your information is true. Your information will be kept confidential. We recommend that you read our privacy policy before proceeding. Items marked with an asterisk (*) are required.

Current Date:
Section 1 - Personal Information
1.	(a)	First Name*
	(b)	Middle Name
	(c)	Surname*
	(d)	Occupation
	(e)	Home Address
	(f)	Home Telephone Number*	(xxx-xxx-xxxx)
	(g)	Work Telephone Number	(xxx-xxx-xxxx)
	(h)	Fax Number
	(i)	Email Address*
	(j)	Gender
	(k)	Marital Status

Section 2 - Executor
2	(a)	Name of Executor:	CLICO Investment Bank Limited
	(b)	Address:	1 Rust Street, St Clair, Republic of Trinidad & Tobago, WI

Section 3 - If you are married
If you are single, widowed or divorced and have no child(ren), please scroll down to Section 6.
3.	(a)	Do you wish to exclude your spouse from your will?
		If yes, please explain. (It may be necessary for you to meet with our Legal Officer.)

Section 4 - If you have children
4.	(a)	Do you wish to exclude any of your children from your will?
		If yes, please explain. (It may be necessary for you to meet with our Legal Officer.)

Section 5 - Appointment of Guardian(s)
Complete this section if you have a child or children under the Age of 18 and wish to appoint a guardian.A guardian is someone who you appoint to look after your child(ren) under 18 (minors) until they are 18. On the death of a parent of a minor child, the surviving parent becomes the guardian of the minor. You may appoint a person (other than the surviving parent) to be a guardian of your minor child(ren). The person(s) you appoint would generally act jointly with the surviving spouse as guardian.

5.	Details of Children under eighteen (18) years old:
	(a)	Name:	Age: years old
		Name:	Age: years old
		Name:	Age: years old
		Name:	Age: years old
		Name:	Age: years old
		Name:	Age: years old

	(b)	Full Name of First Guardian:
	(c)	Address:
	(d)	Relationship:
		Do you wish to appoint two guardians?
	(e)	Full Name of Second Guardian:
	(f)	Address:
	(g)	Relationship:

Legacies and Gifts - In the next two sections, please state any specific gifts you wish to make, i.e. if you wish to leave a sum of money (a pecuniary legacy) or specific property (a specific gift) to a person. Please remember that specific gifts will be paid or given before the residuary of your estate is divided up.

Section 6 - Pecuniary Legacies
Complete this section if you wish to leave gifts of money to individuals or organisations such as charities. The person or organisation to whom you leave money is called a Legatee.
		First Pecuniary Gift - I give to
6.	(a)	Full Name of First Legatee:
	(b)	Relationship:
	(c)	Address:
	(d)	Amount for Gift and Currency for the First Legatee :	In words:
			In figures:
		Second Pecuniary Gift - I give to
	(e)	Full Name Of Second Legatee:
	(f)	Relationship:
	(g)	Address:
	(h)	Amount of Gift and Currency for the Second Legatee:	In words:
			In figures:
		Third Pecuniary Gift - I give to
	(i)	Full Name Of Third Legatee:
	(j)	Relationship:
	(k)	Address:
	(l)	Amount of Gift and Currency for the Third Legatee:	In words:
			In figures:
		Fourth Pecuniary Gift - I give to
	(m)	Full Name of Fourth Legatee:
	(n)	Relationship:
	(o)	Address:
	(p)	Amount of Gift and Currency for Fourth Legatee:	In words:
			In figures:
		Fifth Pecuniary Gift - I give to
	(q)	Full Name of Fifth Legatee:
	(r)	Relationship:
	(s)	Address:
	(t)	Amount of Gift and Currency for Fifth Legatee:	In words:
			In figures:
		Sixth Pecuniary Legatee - I give to
	(u)	Full Name of Sixth Legatee:
	(v)	Relationship:
	(w)	Address:
	(x)	Amount of Gift and Currency for Sixth Legatee:	In words:
			In figures:

Section 7 - Specific Legacies
Complete this section if you wish to leave gifts of specific property (real or personal) to individuals or organisations. For example, Toyota Corolla registration number PBM 9999 or property at 21 Old Street, Port of Spain.
		First Gift - I give to
7	(a)	Full Name OF First Legatee:
	(b)	Relationship:
	(c)	Address:
	(d)	Describe Gift to First Legatee:
		Second Gift - I give to
	(e)	Full Name OF Second Legatee:
	(f)	Relationship:
	(g)	Address:
	(h)	Describe Gift to Second Legatee:
		Third Gift - I give to
	(i)	Full Name OF Third Legatee:
	(j)	Relationship:
	(k)	Address:
	(l)	Describe Gift to Third Legatee:
		Fourth Gift - I give to
	(m)	Full Name OF Fourth Legatee:
	(n)	Relationship:
	(o)	Address:
	(p)	Describe Gift to Fourth Legatee:
		Fifth Gift - I give to
	(q)	Full Name OF Fifth Legatee:
	(r)	Relationship:
	(s)	Address:
	(t)	Describe Gift to Fifth Legatee:
		Sixth Gift - I give to
	(u)	Full Name OF Sixth Legatee:
	(v)	Relationship:
	(w)	Address:
	(x)	Describe Gift to Sixth Legatee:

Section 8 - Distribution Of Your Residuary Estate
This section deals with all of your property that you have not given away already, and will be all of your property that remains after paying any debts, funeral expenses and expenses of the administration of your estate.
Please specify the persons you wish to leave the remainder of your estate to and the percentAge of your estate you wish to leave to each person. Remember the percentages must add up to 100%.
	First Residuary Legatee
		Full Name:
		Relationship:
		Address:
		Share:	%
	Second Residuary Legatee
		Full Name:
		Relationship:
		Address:
		Share:	%
	Third Residuary Legatee
		Full Name:
		Relationship:
		Address:
		Share:	%
	Fourth Residuary Legatee
		Full Name:
		Relationship:
		Address:
		Share:	%
	Fifth Residuary Legatees
		Full Name:
		Relationship:
		Address:
		Share:	%
	Sixth Residuary Legatee
		Full Name:
		Relationship:
		Address:
		Share:	%

What happens next?
Assuming that everything is in order when our Legal Officer receives your response, the next steps will be these:
	1.	You will now need to fill out a Statement of Assets and Liabilities.
	2.	If we need to we will telephone you for a discussion or arrange a meeting.
	3.	We will draft the will and send it to you for checking, with a letter covering any further points we think you should consider.
	4.	You will check the draft, and if the will is in order we will finalise the will for signature and make an appointment for you to execute the will.

Note: Click "Submit" below to submit this form. Clicking "Submit" indicates that your information is true. Your information will be kept confidential.

Should you encounter difficulties, please contact our Trust & Asset ManAgement Department, or e-mail us at infobounce@cibtt.com.

If you have questions about the process or facilities, click here.

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#1 Rust Street, St.Clair,
Trinidad & Tobago, WI
Tel: 868.628.3628/4128
Fax: 868.628.3639

Corner Southern Main Road & Chrissie Trace, Chaguanas,
Trinidad & Tobago, WI
Tel: 868.671.8817/7081/9386
Fax: 868.665.0924

Corner Jerningham & Ross Streets, Scarborough, Tobago
Tel: 868.635.1637-40
Fax: 868.635.1635

Trust & Asset Management

Preparation of a Will

What happens next?