LDP Partners SARS SAICA Polaris International SAIPA IRBA meqcapital
ENGLISH AFRIKAANS

Will Information Form

Personal Details of Client

Full names of testator
Full names of testatrix
Maiden name
ID Number of testator
ID Number of testatrix
Occupation of testator
Occupation of testatrix
Residential Address
Postal Address
E-mail address of testator
E-mail address of testatrix
Testator Cremation
Testatrix Cremation
Name and IT no of existing Trust
Select the applicable options





Marital Status

Select the applicable option








    (Specify country:)

Children

Please supply the names and ID numbers for all children 1:
2:
3:
4:
5:
6:

Guardian

Please supply the details of a quardian for minor children (under 21): Full names:


Address:


Relationship:
Has this matter been discussed with the proposed guardian:

Executor

Executor

Assets & Liabilities (Testator)

Please list all assets of the testator and their value (Property, Equities, Businesses, Unit Trusts, Bank Deposits, Motor Vehicles, Personal Assets, Life Assurance to Estate and Loan Acccounts)
Please list all liabilities of the testator and their value

Assets & Liabilities (Testatrix)

Please list all assets of the Testatrix and their value (Property, Equities, Businesses, Unit Trusts, Bank Deposits, Motor Vehicles, Personal Assets, Life Assurance to Estate and Loan Acccounts)
Please list all liabilities of the Testatrix and their value

Description and value of Life Assurance paying to
3d parties or estate

Testator
Testatrix

Devolution of Estate

Special Bequests (Cash amounts or items to be specially bequeathed)

Heirs to the residue of the estate

Wife or Trust to inherit estate? If no, please specify.


Will of testator if first dying
Husband or Trust to inherit estate? If no, please specify.


Will of testatrix if first dying
Will of survivor and/or simultaneous death
Children to inherit estate? If no, please specify.