Eduardo B. Aguilar & Associates

Intake Form for a Will

Please answer all questions as completely as possible. Fields marked * are required. Supporting documents (copy of ID and property/vehicle/vessel titles) should be sent to [email protected].

Personal Information

a. Your Name *

b. Your Address *

c. Phone — Home

c. Phone — Cell

d. Marital Status *

Married

Single

e. Your Email Address *

Executor Name(s)

The person or persons that will probate your will and be in charge to carry out your wishes. Can be the beneficiaries.

Executor Name 1 *

Executor Name 2

List of Properties

Property 1

Parcel No.

Block No.

Registration Section

Address

Beneficiaries for Properties

List of person(s) or organisation(s) to receive your properties.

Select Distribution Method

Jointly

Equally

Name

Relation

Specific Bequests — Properties

Do you want to make any specific bequests? (e.g. "Parcel No. 0001 to my son and Parcel 0002 to my daughter")

Item & Name of Person 1

Item & Name of Person 2

Item & Name of Person 3

Any Other Specific Bequests

List of Other Assets in Belize

Such as vehicles, vessels, bank accounts.

Vehicles

License Plate No.

VIN Number

Vessels

Vessel Registration Number

Name of Vessel

Bank Accounts

Bank Account No.

Name of Bank

Beneficiaries for Other Assets

List of person(s) or organisation(s) to receive your other assets.

Same beneficiaries as Properties?

Yes

Specific Bequests — Other Assets

Do you want to make any specific bequests for your other assets? If so, state below.

Item & Name of Person 1

Item & Name of Person 2

Item & Name of Person 3

Item & Name of Person 4

Documents Required

Copy of your ID — Passport or Social Security card.
Copy of Titles — Property, Vehicle, and/or Vessel titles as applicable.

Please send all supporting documents to [email protected] referencing your name and "Will Intake".

Your submission will be sent securely to Eduardo B. Aguilar & Associates.

Prefer to complete the form manually?

Download the PDF version of this intake form, complete it by hand or digitally, and email the signed copy directly to our office.

PDF Form

Intake Form for a Will

Eduardo B. Aguilar & Associates

Download PDF

Once completed, email your signed form to [email protected]