check list - will and probate.xlsx

	A	B	C	D
1		1) 做一份簡單的遺囑 - HK$1,000		1) Make a simple will - HK$1,000
2		2) 增加處理貨幣資產條款，HK$1,500---4,000		2) Added terms for handling monetary assets, HK$1,500---4,000
3		3)量身定做 HK$15,000---20,000		3) Tailor-made HK$15,000---20,000
4	1	立遺囑和遺囑認證	1	Will and Probate
5	2	如果有衝突，英文為原文，中文為翻譯。	2	if conflict, english is the original and chinese is a translated copy only.
6	3	Duncan Tse, 謝律師 lawyer, 852 97948246 遺囑、平安書 make a will	3	Duncan Tse, 謝律師 lawyer, 852 97948246 遺囑、平安書 make a will
7	4	清單	4	CHECK LIST
8	5	1.4 始終保持客戶知情的資產	5	1.4 Assets of the Estate Keep Client Informed Throughout
9	6		6
10	7	[1] 金錢和儲蓄：	7	[1] Money and Savings:
11	8	1.現金。	8	1. Ready cash.
12	9	2. 銀行賬戶：香港及海外往來、儲蓄、存款	9	2. Bank accounts: current, savings, deposits in Hòng Kong and overseas
13	10	3.其他形式的存款，包括保險箱。	10	3.Other forms of deposit, including safe deposit boxes.
14	11		11
15	12	[2] 股票和其他投資	12	[2] Shares and other Investments
16	13	4. 私營公司：	13	4. Private companies:
17	14	5. 上市公司。	14	5. Public companies.
18	15	6. 股息。	15	6. Dividends.
19	16	7. 董事職務。	16	7. Directorships.
20	17	8. 股票、債券和證券。	17	8. Stocks, bonds and securities.
21	18	[3] 商務	18	[3] Business
22	19	9 合夥企業：獲得合夥協議和最後賬目副本。	19	9 Partnerships: obtain copy of partnership agreement and last accounts.
23	20	10 公司：檢查文章和備忘錄、賬戶和股份登記。	20	10 Companies: check articles and memorandum, accounts and share register.
24	21	11 個體工商戶：查商會性質，最後帳目。	21	11 Sole trader: check nature of business association, last accounts.
25	22	12 受僱：檢查未付工資或薪金和養老金或公積金權利。	22	12 Employed: check outstanding wages or salary and pension or provident fund entitlement.
26	23	[4] 土地，主要住宅	23	[4] Land, Principal Home
27	24	13 描述和位置。	24	13 Description and location.
28	25	14 所有權權益的性質，共同的或唯一的。	25	14 Nature of ownership interest, joint or sole.
29	26	15 家庭和非家庭成員目前的房子	26	15 Present house by family and non-family members.
30	27	16 收購時。	27	16 When acquired.
31	28	17 可估價。	28	17 Rateable value.
32	29	18 近似值。	29	18 Approximate value.
33	30	19 抵押、費用或其他產權負擔。	30	19 Mortgages, charges or other encumbrances.
34	31	[5] 土地、其他財產	31	[5] Land, other Properties
35	32	20 如上所述，	32	20 As above,
36	33	21 租賃協議、租戶、期限、租金等。	33	21 Tenancy agreement, tenant, term, rent, etc.
37	34	22 海外土地或房屋。	34	22 Overseas land or houses.
38	35	[6] 動產	35	[6] Chattels
39	36	23 房子的內容。	36	23 Contents of house.
40	37	24 汽車，檢查註冊和位置。	37	24 Cars, check registration and location.
41	38	25 收藏古董、古玩、圖片等	38	25 Collections of antiques, curios, pictures, etc.
42	39	26. 其他動產。	39	26. Other chattels.
43	40	[7] 人壽保險	40	[7] Life Insurance
44	41	27 檢查保險單。	41	27 Check policy.
45	42		42
46	43	[8] 信託	43	[8] Trusts
47	44	28 任何信託中的受益人利益。。	44	28 Beneficial interests in any trusts.
48	45	29 作為信託/受託人持有財產。	45	29 Holding property as trustee.
49	46	[9] 貸款	46	[9] Loans
50	47	30 欠死者的貸款或其他資產。	47	30 Loans or other assets owed to deceased.
51	48	處理遺體和骨灰	48	Handling the body and bone ashes
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