DOCUMENTS TO BE KEPT WITH YOUR WILL

The following are the documents which you should place in safekeeping together with a copy of your Will to be delivered to the Executor in the event of your death:

1. Identity document or certified copy
2. Name and address of employer and salary number
3. Pension fund details
4. Name and address and reference number of medical aid
5. Income tax details (including contact details of accountant or tax advisor)
6. Name, address and telephone number of usual medical practitioner
7. Business documents (as applicable)
    7.1 Partnership agreement and name and address of partners
    7.2 Particulars of close corporation, name and contact details of accounting officer
    7.3 Company documentation, name and contact details of auditor
8. Full names of divorced spouses, date of divorce and copy of court order or settlement agreement and maintenance agreements (if applicable)
9. Antenuptial Contract
10. Title deeds of fixed properties
11. Name and contact details of bond holders in respect of each property
12. Copy of rates and taxes account and/or details of body corporate or managing agents
13. Original or copy of registration certificates of motor vehicles, caravans, motorcycles
14. Copies of firearm licenses
15. Certificates and details in respect of timeshare
16. Share certificates (stock exchange and/or private companies)
17. Business contracts e.g. leases
18. Copies of insurance policies and name and contact details of insurance broker/s
19. Details of short term insurance and name and contact details of short term broker
20. Copies of any acknowledgments of debt signed by you or in respect of loans made by you and/or copies of loan agreements and/or amounts due to or by you to private individuals or institutions
21. Copies of identity documents of beneficiaries and if married details of spouse and marriage
22. Copies of birth certificates of minor beneficiaries  



INFORMATION REQUIRED TO REPORT AN ESTATE

1. Full names of deceased:

2. Identity number:

3. Nationality:

4. Date and place of birth:

5. Date and place of death:

6. A copy of the deceased’s Will:

7. If the deceased does not have a Will:

    7.1 Full names and identity document and address of person applying for appointment as Executor:

8. Home address of the deceased:

9. Marital status:

    9.1 If married, date and place of marriage:

    9.2 In or out of community of property:

10. Was the deceased married previously:

    10.1 If yes, funish details of previous spouse/s:

    10.2 Full names:

    10.3 Date of death:

    10.4 Estate Number:

    10.5 Master’s office to which estate was reported; or

    10.6 If divorced copy of divorce order:

11. Full names, ages and addresses of all children:

12. Name of parents of the deceased (please indicate if alive or deceased):

    12.1 Father:

    12.2 Mother:

13. Income tax reference number:

    13.1 SARS office where registered:

    13.2 Name and contact details of tax advisor or accountant:

14. Details and estimated values of assets:

    14.1 Immovable Properties:

    14.2 Motor vehicles:

    14.3 Shares:

        14.3.1 Private Companies:

        14.3.2 Stock Exchange:

    14.4 Unit Trusts:

    14.5 Insurance Policies:

    14.6 Other assets / investments:

15. Bank accounts

    15.1 Name of banks and account numbers:

         Bank:
         Branch:
         Account Number:
 16. Credit cards / debit cards

         Bank:
         Branch:
         Account Number:

17. Details and estimated amount of liabilities:

    17.1 Funeral account:

    17.2 Electricity:

    17.3 Water:

    17.4 Telephone:

    17.5 Personal accounts e.g. Edgars:

         Name:
         Account Number:
         Creditors address:

18. Mortgage bond details:

    18.1 Name of bank:

    18.2 Bond account number:

    18.3 Other mortgagors:

    18.4 Name and contact details:

19. Medical Aid:

    19.1 Name and contact details of fund:

    19.2 Name of principal member:

    19.3 Membership number:

20. Pension / Provident Fund:

    20.1 Name and contact details of the Fund:

    20.2 Pension / Provident Fund Number:

21. Employment:

    21.1 Name and address of employer and salary number:

22. Details of short term insurance (motor vehicles, contents of house):

23. If deceased died as a result of unnatural causes e.g. motor vehicle accident:

    23.1 Name and telephone number and case number from Police Station:

 DOCUMENTS REQUIRED FOR THE REPORTING OF THE ESTATE

1. Original death certificate

2. Copy of deceased’s identity document

3. Copy of marriage certificate if applicable

4. Copy of antenuptial contract if applicable

5. Copy of survivor spouse’s identity document

6. title deeds (or whereabouts thereof)

7. Share certificates

8. Motor vehicle registration certificates

9. Copies of identity documents of beneficiaries

10. Copy of birth certificates of minor beneficiaries.

11. Insurance policies

12. Cheque books and investment statements, credit cards and ATM cards.

13. Hire and letting contracts.

14. Copies of firearm licenses

15. Rates and taxes accounts or details of body corporate or the managing agents.

16. CK1 or CK2 documents for close corporation and/or name and contact details of accounting officer