Business Succession Will Planning Form
Personal Information
Full Name
Date of Birth
Address
Contact Number
Email Address
Business Information
Business Name
Type of Business Entity
Business Address
Business Registration Number
Current Business Owners
Owners and Shareholdings
Succession Details
Successor(s) Name(s)
Relation to Successor(s)
Share/Percentage to be Transferred
Instructions/Provisions for Business Succession
Alternate Successor(s) (Optional)
Alternate Successor(s) Name(s)
Instructions for Alternate Succession
Other Provisions
Special Instructions or Wishes
Declaration
Date
Signature