A simple way to secure your business and protect

your wealth

You’ve worked hard to build your business, assets, and legacy.

But without a clear will, the future of everything you’ve built can become uncertain.

A will ensures your wishes are followed — not guessed.

It tells your family, partners, and the law:

👉 who inherits what

👉 who manages your estate

👉 how your business continues

👉 how dependents are protected

Think of it as your final financial roadmap.

This template is best used in conjunction with our guide on business wills and trusts and a succession management plan.

Index with a curated Marketplace and a comprehensive Wealth Builder Course to

ensure you have the data—and the skills—to act on it.

SAMPLE TEMPLATE

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date]

I, [Your Full Name], of [Your City, State, ZIP Code], being of sound mind and disposing

memory, do hereby declare this document to be my Last Will and Testament. I

revoke any prior wills or codicils made by me.

• 1Appointment of Executor: I appoint [Executor's Full Name] (hereinafter

referred to as the "Executor") as the executor of my estate. The Executor shall

have full authority to administer and distribute my estate in accordance with

the provisions of this will. If the appointed Executor is unable or unwilling to

act, I appoint [Alternate Executor's Full Name] as the alternate Executor.

• 1Payment of Debts and Expenses: I direct my Executor to pay all my just debts,

funeral expenses, and any expenses incurred in the administration of my

estate, including any taxes or duties payable, as soon as reasonably possible

after my death.

• 1Distribution of Specific Bequests: I make the following specific bequests:

a) [Specific Item 1]: I bequeath [Specific Item 1] to [Beneficiary's Full Name].

b) [Specific Item 2]: I bequeath [Specific Item 2] to [Beneficiary's Full Name].

c) [Specific Item 3]: I bequeath [Specific Item 3] to [Beneficiary's Full Name].

• 1Residuary Estate: I give, devise, and bequeath all the rest, residue, and

remainder of my estate, both real and personal, of whatever nature and

wherever situated, to [Name of Beneficiary or Beneficiaries], in equal shares if

more than one. If any named beneficiary predeceases me, their share shall be

distributed equally among the surviving beneficiaries.

• 1Guardianship of Minor Children (if applicable): If I have any minor children at

the time of my death, I appoint [Guardian's Full Name] as their legal guardian.

If the appointed guardian is unable or unwilling to act, I appoint [Alternate

Guardian's Full Name] as the alternate guardian.

• 1Testamentary Trust (if applicable): If any of my beneficiaries are minors or

incapable of managing their own affairs at the time of distribution, I direct my

Executor to create a testamentary trust for their benefit. The trust shall be

administered in accordance with the terms and conditions specified in a

separate trust document prepared by my Executor.

Market Index and Marketplace to spot emerging shifts. Need to sharpen your

edge? Our Wealth Builder Course turns these insights into a professional-grade

strategy.

• 1Discretionary Powers of Executor: I grant my Executor the authority to

exercise all discretionary powers allowed under applicable laws, including the

power to sell, mortgage, lease, or otherwise dispose of any property in my

estate if deemed necessary for the administration or distribution of my estate.

• 1Digital Assets: I understand the importance of digital assets in today's world.

Therefore, I grant my Executor full authority to manage and distribute my

digital assets, including but not limited to online accounts, social media

profiles, and digital files, in accordance with applicable laws and the terms

and conditions set by the respective service providers.

• 1Governing Law and Jurisdiction: This Will shall be governed and interpreted in

accordance with the laws of [Your State or Country ]. Any disputes arising from

this Will shall be resolved in the courts of [Your State or Country].

• 1Revocation of Prior Wills: I hereby revoke any prior wills or codicils I have

made.

• 1Severability: If any provision of this will is found to be invalid, illegal, or

unenforceable, it shall not affect the validity, legality, or enforceability of the

remaining provisions.

• 1Execution: I declare that this Last Will and Testament has been executed

willingly and with full understanding of its contents. I sign my name below as

proof of my intent to be legally bound by this will, in the presence of the

witnesses attesting to the same.

We, the undersigned, declare that [Your Full Name] has signed this document in our

presence. We are both present at the same time and witness [Your Full Name]'s

signature.

Witness 1:

[Full Name of Witness 1] [Address of Witness 1]

Witness 2:

[Full Name of Witness 2] [Address of Witness 2]

Your financial future isn’t something you wait for—it’s something you build.

The real question is: when do you begin?

Move beyond simply staying informed.

Navigate the markets with clarity—track trends through the Serrari Group Market

Speak with a Serrari advisor for professional guidance before finalising your business will.

Index, uncover opportunities in the Serrari Marketplace, and build practical

knowledge with our Curated Wealth Builder Course.

Stay connected to what truly matters.

Get daily insights on macro trends and financial movements across Kenya, Africa,

and global markets—delivered through the Serrari Newsletter.

Growth opens doors.

TEAS 7 , HESI EXIT , NCLEX - RN and NCLEX - PN, Financial Literacy!👉—designed

to move you forward with confidence.

See where money is flowing—clearly and in real time.