Preview - Panamanian Will Service Form

Panamanian Will
Service Form

Please fill out the form in its entirety.

PLEASE TYPE AS CLEARLY AS POSSIBLE TO ENSURE A BETTER UNDERSTANDING OF YOUR ANSWERS.

SECTION 1. WILL

GRANTOR

Please type your FULL NAME (as it appears in your passport)*

Civil Status*

Passport or Cedula Number*

Nationality*

Email*

Full Address*

Describe motive for granting the will*

ASSETS

What assets are to be included in the will?
You need to choose at least one of the options below:

Real Estate

Real Estate

*

Property Number (Folio)	Location Code	Province

Bank Accounts

Bank Accounts

*

Bank	Account Type	Account Number	Account Headquarter

Account Headquarters is the main office where the account was opened or where services are provided.

Life Insurance Policies or Other Policies

Life Insurance Policies or Other Policies

Policies Amount*

Policy #1

Policy #1 - Company*

Policy #1 - Policy Type*

Policy #1 - Policy Number*

Policy #1 - Have you detailed beneficiaries for such policies with the insurance provider?*

Yes
No

Policy #1 - Beneficiaries*

Full Legal Name	Passport Number	Address	Contact Number	Contact Email

Policy #2

Policy #2 - Company*

Policy #2 - Policy Type*

Policy #2 - Policy Number*

Policy #2 - Have you detailed beneficiaries for such policies with the insurance provider?*

Yes
No

Policy #2 - Beneficiaries*

Full Legal Name	Passport Number	Address	Contact Number	Contact Email

Policy #3

Policy #3 - Company*

Policy #3 - Policy Type*

Policy #3 - Policy Number*

Policy #3 - Have you detailed beneficiaries for such policies with the insurance provider?*

Yes
No

Policy #3 - Beneficiaries*

Full Legal Name	Passport Number	Address	Contact Number	Contact Email

Policy #4

Policy #4 - Company*

Policy #4 - Policy Type*

Policy #4 - Policy Number*

Policy #4 - Have you detailed beneficiaries for such policies with the insurance provider?*

Yes
No

Policy #4 - Beneficiaries*

Full Legal Name	Passport Number	Address	Contact Number	Contact Email

Policy #5

Policy #5 - Company*

Policy #5 - Policy Type*

Policy #5 - Policy Number*

Policy #5 - Have you detailed beneficiaries for such policies with the insurance provider?*

Yes
No

Policy #5 - Beneficiaries*

Full Legal Name	Passport Number	Address	Contact Number	Contact Email

Shares Emitted by Panamanian Entities

Shares Emitted by Panamanian Entities

Panamanian entities in which you own shares*

Entity #1

Entity #1 - Legal Name*

Entity #1 - Folio*

Entity #1 - Share Certificate Number*

Entity #1 - Number of Shares Owned*

Entity #1 - Percentage of Authorized Capital*

Entity #1 - Authorized Capital*

Entity #1 - Value per Share*

Entity #1 - Person that physically has the Shares*

Entity #1 - Contact details for person who physically has the Shares*

Entity #1 - Place in which the shares are kept*

Entity #2

Entity #2 - Legal Name*

Entity #2 - Folio*

Entity #2 - Share Certificate Number*

Entity #2 - Number of Shares Owned*

Entity #2 - Percentage of Authorized Capital*

Entity #2 - Authorized Capital*

Entity #2 - Value per Share*

Entity #2 - Person that physically has the Shares*

Entity #2 - Contact details for person who physically has the Shares*

Entity #2 - Place in which the shares are kept*

Entity #3

Entity #3 - Legal Name*

Entity #3 - Folio*

Entity #3 - Share Certificate Number*

Entity #3 - Number of Shares Owned*

Entity #3 - Percentage of Authorized Capital*

Entity #3 - Authorized Capital*

Entity #3 - Value per Share*

Entity #3 - Person that physically has the Shares*

Entity #3 - Contact details for person who physically has the Shares*

Entity #3 - Place in which the shares are kept*

Entity #4

Entity #4 - Legal Name*

Entity #4 - Folio*

Entity #4 - Share Certificate Number*

Entity #4 - Number of Shares Owned*

Entity #4 - Percentage of Authorized Capital*

Entity #4 - Authorized Capital*

Entity #4 - Value per Share*

Entity #4 - Person that physically has the Shares*

Entity #4 - Contact details for person who physically has the Shares*

Entity #4 - Place in which the shares are kept*

Entity #5

Entity #5 - Legal Name*

Entity #5 - Folio*

Entity #5 - Share Certificate Number*

Entity #5 - Number of Shares Owned*

Entity #5 - Percentage of Authorized Capital*

Entity #5 - Authorized Capital*

Entity #5 - Value per Share*

Entity #5 - Person that physically has the Shares*

Entity #5 - Contact details for person who physically has the Shares*

Entity #5 - Place in which the shares are kept*

Investments with Panamanian Institutions

Investments with Panamanian Institutions

*

Investment Type	Institution Name	Investment Reference	Investment Description

Cars

Cars

*

Car Type	Car Model	Year	Color	License Plate #	RUV

RUV is the Unique Vehicle Registration

Other Items of Substantial Value

Other Items of Substantial Value

*

Description of the item	Where the Item is held or located

Security Boxes or Deposits

Security Boxes or Deposits

*

Name of the institution	Physical Location	Client ID, or Box/Deposit Number

BENEFICIARIES

Number of Primary Beneficiaries to be designated*

Primary Beneficiary #1

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Primary Beneficiary #2

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Primary Beneficiary #3

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Primary Beneficiary #4

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Primary Beneficiary #5

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Number of Secondary Beneficiaries to be designated*

A secondary beneficiary is a person or entity that is intended to inherit certain assets if the primary beneficiary is unable to receive the assets.

Secondary Beneficiary #1

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Secondary Beneficiary #2

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Secondary Beneficiary #3

Full Legal Name*

Nationality*

Passport or Cedula Number*

Civil Status*

Contact Number*

Secondary Contact Number

Optional but recommended.

Contact Email*

Secondary Contact Email

Optional but recommended.

Full Address*

Restrictions

Percentage*

Contact upon my Death*

Yes
No

Charities and Others

Please describe if specific amounts or percentages will be designated for specific causes or charities. Make sure to include references, names and contact details.

ADDITIONAL SERVICES

Designate Kraemer & Kraemer as the executor of your estate in Panama*

The executor has the power to manage the deceased persons estate, pay their debts, and distribute their assets to their heirs.

Yes
No

Designate Kraemer & Kraemer as the Custody of your wishes in Panama*

The custodian has the power to make decisions about the persons finances, healthcare, and other matters.

Yes
No

INTERPRETATION

Do you speak Spanish?*

Yes
No

What’s your Primary Language*

OTHER

If you wish to have additional restrictions or mandates, please detail them below

SECTION 2. REVIEW AND SUBMIT

Please review the information you have entered and verify all information is correct.

Once submitted, the service will be processed by the Firm and once the Deed is filed, any changes to it will be subject to a surcharge.

*

I have read and agree to the disclaimers and notices.
I have reviewed the information provided in this form

PDF Name

FORM PREVIEW

FORM PREVIEW

Panamanian Will Service Form

SECTION 1. WILL

GRANTOR

ASSETS

Policy #1

Policy #2

Policy #3

Policy #4

Policy #5

Entity #1

Entity #2

Entity #3

Entity #4

Entity #5

BENEFICIARIES

Primary Beneficiary #1

Primary Beneficiary #2

Primary Beneficiary #3

Primary Beneficiary #4

Primary Beneficiary #5

Secondary Beneficiary #1

Secondary Beneficiary #2

Secondary Beneficiary #3

ADDITIONAL SERVICES

INTERPRETATION

OTHER

SECTION 2. REVIEW AND SUBMIT

Panamanian Will
Service Form