What makes me just a number in this world.

  • Identity
  • Passport
  • Employer
  • Drivers Licence
  • Qualifications/Diplomas/Degrees/Awards
  • Will with your beneficiaries and burial wishes
  • A Living will
  • Medical conditions and allergy alerts
  • Funeral policy
  • Life policy
  • Retirement policy
  • Pension/provident fund
  • Income protector policy
  • Disability policy
  • Dreaded diseases policy
  • Home owner policy – contents of your home
  • Property insurance
  • A home owner’s bond or loan account
  • Municipal Plot number of your home
  • Personal bank accounts and Institutions
  • Business bank accounts and institutions
  • Car Loan account, annual license and tracking devices
  • Car Insurance
  • Motor plan policy
  • Car warranty policy
  • Cellphone contracts
  • Professional bodies that request annual fees eg. Nursing council
  • Professional bodies that request monthly fees eg. Legal aid, Medical aid
  • Amenities eg, water, electricity and telephone
  • Internet/ADSL contract
  • Cable/DSTV   contract
  • Television licence
  • Home security system eg. Alarm and camera monitoring
  • Home computers
  • Pets tracking chip
  • Pets medical aid
  • Charities
  • Personal tax number
  • Business tax number
  • Emergency Contact persons
  • Next of Kin
  • Lawyer
  • Doctor
  • Financial advisor
  • Employer

Documents required for a deceased estate

  • Last signed original will (or particulars of where it can be found)
  • Deceased identity document
  • Death certificate
  • Marriage certificate
  • Divorce order and deed of settlement (if applicable)
  • Antenuptial contract (if applicable)
  • Name and date of death of any predeceased spouse (if applicable)
  • Copies of identity documents of all heirs
  • Copies of marriage certificate of all heirs
  • Postal addresses and contact particulars of all heirs
  • Name and address of deceased’s employer
  • Deceased employee number
  • Pension number, name and address of pension fund
  • Membership number, name and address of medical fund
  • Income tax reference number and office where registered
  • VAT registration number (if applicable)
  • Title deeds/sectional title deeds/Timeshare certificates or particulars where obtainable.
  • Lease contracts
  • Firearm licences
  • Vehicle registration certificates
  • Share certificates or name of institution where portfolio is managed or electronically kept in custody.
  • Unit trust certificates/notices
  • Any other investment certificates
  • Last cheque book and bank statement
  • Mortgage bonds
  • Promisory notes in respect of loans owed to the estate
  • Credit cards and other bank cards
  • Life Insurance Policies, or full particulars
  • Short-term insurance policies, or full particulars
  • Details of safety deposit boxes at any banks
  • Partnership agreements, purchase and sell agreements and latest financial statements in respect of any business being operated.
  • Deeds of sale in which the deceased had an interest details of all debts owed by the deceased.

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