NRI Will Format for Indian Property: Separate Situs Will

LAST WILL AND TESTAMENT FOR INDIAN SITUS ASSETS ONLY
(COMPLIANT WITH SECTION 63 OF THE INDIAN SUCCESSION ACT, 1925)

I, [Full Legal Name of Testator], [Son / Daughter / Spouse of [Father's / Spouse's Name]], aged about [Age] years, holding [Indian Passport / Foreign Passport] No. [Passport Number] / OCI Card No. [OCI Number], currently residing at [Full Overseas Residential Address, City, State, ZIP/Postal Code, Country], and having permanent ties in India with Indian PAN: [PAN Number], being of sound mind, disposing memory, and robust understanding, do hereby make, publish, and declare this as my LAST WILL AND TESTAMENT RELATING EXCLUSIVELY TO ALL MY REAL, IMMOVABLE, MOVABLE, AND FINANCIAL ASSETS SITUATED WITHIN THE REPUBLIC OF INDIA ("INDIAN WILL").

1. TERRITORIAL JURISDICTION & NON-CONFLICT REVOCATION CLAUSE (CRITICAL):
1.1. I hereby revoke, cancel, and annul all former Wills, Codicils, and testamentary writings made by me AT ANY TIME HERETOFORE ONLY AND STRICTLY TO THE EXTENT THAT THEY RELATE TO, DEAL WITH, OR DISPOSE OF MY PROPERTIES AND ASSETS SITUATED WITHIN THE TERRITORY OF THE REPUBLIC OF INDIA.
1.2. I expressly declare and confirm that this Will DOES NOT revoke, alter, supersedes, or in any manner affect any Will, Living Trust, Codicil, or testamentary disposition executed by me in [Country of Residence, e.g., United States of America / United Kingdom / United Arab Emirates / Canada / Australia] or any other jurisdiction outside India concerning my assets situated outside the Republic of India.
1.3. Both this Indian Will and any separate Will or Living Trust executed by me in respect of my foreign assets shall operate simultaneously, concurrently, and independently within their respective territorial jurisdictions without conflict.

2. APPOINTMENT OF EXECUTOR & TRUSTEE FOR INDIAN ESTATE:
2.1. I hereby nominate, constitute, and appoint [Full Name of Indian Resident Executor], [Son/Daughter/Spouse of [Name]], residing at [Full Indian Address], holding Aadhaar No. [Aadhaar Number] and PAN [PAN Number], as the sole Executor and Trustee of this my Indian Will.
2.2. In the event that the said [Name of Primary Executor] predeceases me, renounces probate, is incapable, or unwilling to act as Executor, I nominate, constitute, and appoint [Full Name of Alternate Executor], residing at [Alternate Address], PAN [PAN Number], as the Alternate Executor of this Indian Will.
2.3. I hereby empower my Executor to apply for Probate or Letters of Administration before any competent High Court or District Court in India, represent my estate before the Sub-Registrar of Assurances, Municipal Corporations, Revenue Authorities, Banks, and Demat Depositories, and execute all necessary conveyances, mutation forms, and tax declarations.

3. SCHEDULE A: IMMOVABLE PROPERTIES IN INDIA:
I declare that I am the sole, absolute, and unencumbered owner of the following immovable properties situated in India, which I bequeath as follows:
3.1. [Description of Property 1: Flat/House No., Building Name, Survey/Khasra No., Ward, City, State, Pin Code]:
I hereby devise, give, and bequeath this entire property, along with all undivided proportional share in land, parking, rights, and easements, absolutely and forever to my [Relationship, e.g., Son / Daughter / Spouse], [Full Name of Beneficiary], residing at [Address], holding [Passport/Aadhaar No.].
3.2. [Description of Property 2: Commercial Unit / Land / Plot Details]:
I hereby devise and bequeath this property absolutely to [Full Name of Beneficiary 2].

4. SCHEDULE B: MOVABLE ASSETS, BANK ACCOUNTS & SECURITIES:
4.1. Non-Resident Ordinary (NRO) / Non-Resident External (NRE) / FCNR Bank Accounts:
I bequeath all balances, fixed deposits, and accrued interest standing to my credit in Account No. [Account Number] with [Bank Name, Branch Name, IFSC Code] absolutely to [Full Name of Beneficiary].
4.2. Demat Accounts, Equity Shares & Mutual Funds:
I bequeath all shares, mutual fund units, and securities held under Demat Client ID [Client ID] with Depository Participant [DP Name, DP ID] to [Full Name of Beneficiary].
4.3. Physical Lockers, Gold Jewellery & Personal Effects:
I bequeath the contents of Bank Locker No. [Locker No.] with [Bank Branch] to [Full Name of Beneficiary].

5. NOMINEES VS TESTAMENTARY HEIRS DECLARATION:
I clarify that any nomination recorded with any bank, cooperative housing society, company, or mutual fund is solely for administrative convenience. My beneficiaries specified in this Will shall be the true, absolute, and beneficial owners of all such funds and properties as confirmed by the Supreme Court of India in Shakti Yezdani v. Jayanand Salgaonkar (2023).

6. RESIDUARY INDIAN ESTATE CLAUSE:
I hereby devise and bequeath all the rest, residue, and remainder of my estate, property, and effects, whether real or personal, situated within the Republic of India, not hereinbefore specifically disposed of, absolutely and forever to [Full Name of Residuary Beneficiary].

7. SURVIVORSHIP REQUIREMENT:
Any beneficiary named in this Will must survive me by a minimum period of thirty (30) consecutive calendar days to take any beneficial interest hereunder. If any beneficiary dies within 30 days of my death, their bequest shall devolve as if they had predeceased me.

IN WITNESS WHEREOF, I, [Full Name of Testator], have hereunto set and subscribed my hands and signature to this my Last Will and Testament on this [Day] day of [Month], [Year], at [City, Country of Execution], in the presence of the witnesses attesting below.

_____________________________________________
SIGNATURE OF THE TESTATOR
[Full Name of Testator]

ATTESTATION BY INDEPENDENT WITNESSES (SECTION 63, INDIAN SUCCESSION ACT, 1925):
Signed, published, and declared by the above-named Testator, [Full Name of Testator], as and for his/her Last Will and Testament relating strictly to his/her Indian assets, in the presence of us, who at his/her request, in his/her presence, and in the presence of each other, all being present at the same time, have subscribed our names and signatures as attesting witnesses:

WITNESS 1:
Signature: ___________________________________
Full Legal Name: [Witness 1 Name]
Father's / Spouse's Name: [Father's Name]
Residential Address: [Witness 1 Address]
Passport / ID Number: [ID Number]
Occupation: [Occupation]

WITNESS 2:
Signature: ___________________________________
Full Legal Name: [Witness 2 Name]
Father's / Spouse's Name: [Father's Name]
Residential Address: [Witness 2 Address]
Passport / ID Number: [ID Number]
Occupation: [Occupation]

OPTIONAL MEDICAL PRACTITIONER FITNESS CERTIFICATE:
I, Dr. [Doctor's Full Name], MBBS / MD, Regn No. [Registration No.], practicing at [Clinic/Hospital Address], certify that I have examined the Testator [Name of Testator] on this day [Date] and find him/her to be in sound mental health, possessing full cognitive faculties and testamentary capacity to execute this Will.
Signature & Seal: ____________________________