|
 |
|
 |
| |
 |
|
- My Funeral Wishes
- Last Will and Testament
- Identity Document and/or Passport
- Marriage Certificate (if married)
- Antenuptial Contract (if married out of community of property)
- Copy of Divorce Order and Settlement Agreement (if divorced)
- 2 Certified copies of first page of each Inheritant’s Identity Document or Birth Certificate
- Telephone Numbers, Postal Addresses, e-Mail Addresses and Fax Numbers of each Inheritant
- Estate particulars of each pre-deceased Spouse (full name, date of death, place of death, Master of High Court office and Estate Number)
- Original Title- and Transport Deeds, Sectional Title-, Timeshare- and Mineral Rights Certificates (if available)
|
 |
- Original Motor Vehicle Registration Certificates
- Original License(s) for Firearms
- Copies of Municipal Service accounts
- Original Policy Contracts
- Details of Policies payable to Beneficiaries
- Retirement Annuities/Pension Fund documents
- Copy of Salary Advice
- Copy of Short Term Insurance Contracts
- Copies of Hire Purchase/Lease Agreements, Outstanding Accounts, Loans or Debts.
- Full particulars of Savings-, Cheque-, Transmission- and Deposit Accounts at Banks, as well as Cheque Books, Credit Cards and other Cards
- Copies of latest Bank Statements
- Complete list of all Liabilities, as well as Statements reflecting outstanding amounts (including Loans to other people)
- Income Tax (Reference Number, Last Assessment and Office submitted to)
- VAT Registration Number (where applicable)
- Copies of Rental/Lease Agreements
- Full particulars of Medical Aid
- Full particulars of Pension Fund/ Provident Fund/ Particulars of Employer (Address and Employee Number)
- Copy of TV License
- Information with regards to sold Assets (Capital Assets sold/disposed of/alienated/estranged from during the last 2 years)
- Mortgage Bonds Registration Documents
- Business Contracts/Agreements Trade Licenses
- Details of Surety Obligations
- Name, Address and Telephone Numbers of General Practitioner (Dr)
- Details of Companies/ Partnerships/Trusts/Close Corporations/Sole Proprietorships
- Details of Bookkeeper/Auditor
- Full particulars of Funeral Undertaker (if paid: Invoice and Receipt)
- Original Death Certificate (In case of an Unnatural Death : Particulars of Accident, SAPS Office, Investigating Officer, Case Number (MR no) and Possible Cause of Death)
- Information regarding Lump Sum Benefit (Payable to the Deceased in the year prior to death)
|
|
|
 |
|
 |
|
|
