Checkliste Testament - Rechtsanwalt & Notar Berlin

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Terminart: Testament

Bitte füllen Sie die folgende Checkliste vollständig aus, bis spätestens 1 Woche vor dem Termin, damit wir Ihre Entwürfe rechtzeitig vorbereiten können:

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Gebuchter Beurkundungstermin bei Notar Franke (Datum)

Beteiligter

Alle Vornamen

Nachname

Geburtsname, wenn vorhanden

Meldeanschrift Straße

Meldeanschrift Hausnummer

Meldeanschrift Postleitzahl

Meldeanschrift Ort

Geburtstag Tag

Geburtstag Monat

Geburtstag Jahr

E-Mail-Adresse

Telefonnummer

Familienstand

ledig verheiratet geschieden verwitwet

Wurde ein notariell beglaubigter Erbvertrag geschlossen?

ja nein

Ihr gegenwärtiges Vermögen in Euro

Woraus setzt sich das Vermögen zusammen? (Kapital, Immobilien, Gesellschaftsanteile etc.)

Bei Immobilien Lage und Grundbuchbezeichnung

Bei Firmen Beschreibung der Gesellschaftsanteile

Welche Vertrauensperson soll bei Bedarf als Testamentsvollstrecker ausgewählt werden? Name, Adresse

Ich versichere, der deutschen Sprache mächtig zu sein:

Bitte senden Sie uns einen Scan oder ein Foto Ihres deutschen Personalausweises (Vorder- und Rückseite) oder Ihres Reispasses plus deutsche Meldebescheinigung.

Personalausweis (Vorderseite) oder Reisepass

Personalausweis (Rückseite) oder Meldebescheinigung

Gibt es weitere Beteiligte?

ja nein

2. Beteiligter

Alle Vornamen

Nachname

Meldeanschrift Straße

Meldeanschrift Hausnummer

Meldeanschrift Postleitzahl

Meldeanschrift Ort

Geburtstag Tag

Geburtstag Monat

Geburtstag Jahr

E-Mail-Adresse

Telefonnummer

Ich versichere, der deutschen Sprache mächtig zu sein:

Personalausweis (Vorderseite) oder Reisepass

Personalausweis (Rückseite) oder Meldebescheinigung

Gibt es weitere Beteiligte?

ja nein

3. Beteiligter

Alle Vornamen

Nachname

Meldeanschrift Straße

Meldeanschrift Hausnummer

Meldeanschrift Postleitzahl

Meldeanschrift Ort

Geburtstag Tag

Geburtstag Monat

Geburtstag Jahr

E-Mail-Adresse

Telefonnummer

Ich versichere, der deutschen Sprache mächtig zu sein:

Personalausweis (Vorderseite) oder Reisepass

Personalausweis (Rückseite) oder Meldebescheinigung

Gibt es weitere Beteiligte?

ja nein

4. Beteiligter

Alle Vornamen

Nachname

Meldeanschrift Straße

Meldeanschrift Hausnummer

Meldeanschrift Postleitzahl

Meldeanschrift Ort

Geburtstag Tag

Geburtstag Monat

Geburtstag Jahr

E-Mail-Adresse

Telefonnummer

Ich versichere, der deutschen Sprache mächtig zu sein:

Personalausweis (Vorderseite) oder Reisepass

Personalausweis (Rückseite) oder deutsche Meldebescheinigung

Testament

Beurkundungstermin bei Notar Franke (Datum)

Vornamen

Nachname

Meldeadresse Straße

Meldeadresse Hausnummer

Meldeadresse Postleitzahl

Wohnort

Telefonnummer

E-Mail Adresse

Geburtstag Jahr

Geburtstag Monat

Geburtstag Tag

Derzeitiger Familienstand

Wurde ein notariell beglaubigter Erbvertrag geschlossen?

ja nein

Personalausweis Vorderseite bzw. Reisepass

Personalausweis Rückseite bzw. Meldebescheinigung

ERBE

Vorname(n) Nachname, ggf. Geburtsname, Geburtsdatum, Adresse

2. ERBE

Vorname(n) Nachname, ggf. Geburtsname, Geburtsdatum, Adresse

3. ERBE

Vorname(n) Nachname, ggf. Geburtsname, Geburtsdatum, Adresse

4. ERBE

Vorname(n) Nachname, ggf. Geburtsname, Geburtsdatum, Adresse

Besondere Wünsche

Ihr gegenwärtiges Vermögen in Euro

Woraus setzt sich das Vermögen zusammen? (Kapital, Immobilien, Gesellschaftsanteile etc.)

Bei Immobilien Lage und Grundbuchbezeichnung

Bei Firmen Beschreibung der Gesellschaftsanteile

Welche Vertrauensperson soll bei Bedarf als Testamentsvollstrecker ausgewählt werden? Name, Adresse

Ich habe die Datenschutzerklärung gelesen und akzeptiert.

Ich beauftrage hiermit Notar Franke mit der Erstellung eines Vertragsentwurfs auf Basis der oben gemachten Angaben. Mir ist bekannt, dass durch die Erstellung des Entwurfs bereits Notargebühren entstehen, auch wenn es nicht zur Beurkundung kommen sollte.

Grischa Sebastian Franke, LL.M.
Rechtsanwalt und Notar
Nithackstraße 18-20
10585 Berlin
Telefon 030 / 2000 70 900
Fax 030 2000 70 910
E-Mail info@notar-franke.de

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