WILL INFORMATION DETAILS FORM

Please read the instructions carefully and complete as fully as possible. Write in block capitals and tick the appropriate boxes where required or delete as appropriate. Use extra sheets if the space provided is not sufficient. Please do not hesitate to contact your consultant if you have any queries. Thank you

Your Email Address


Telephone No


Mobile Phone No


Select the applicable options
Single
Afrikaans
English
Testator (man) is included
Testatrix (woman) is included
Does the testator or testatrix have an existing offshore will
Do you have an intervivos family trust?

Personal Details of Applicant

Full names of testator


Full names of testatrix


ID Number of testator


ID Number of testatrix


Occupation of testator


Occupation of testatrix


Residential Address


Postal Address


Email address of testator


Email Address of testatrix


Maiden name


Previous Surname


Testator Cremation
Yes No

Testatrix Cremation
Yes No

Testator Religious Burial Custom
Yes No

Testatrix Religious Burial Custom
Yes No

Marital Status

Select the applicable option
Single
Married (COP)
Married (ANC)
Accrual
Common Law/Customary
Divorced
Widower
Married under Foreign Law    

Date of Death/Divorce


Juristriction of Death/Divorce


Any obligations in terms of divorce orders
Yes No

Does the client require an emotional will
Yes No

Children

Please supply the names and dates of birth for all children of the testator


Please supply the names and dates of birth for all children of the testatrix


Please supply the names and dates of birth for all children, if different from the above.


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)


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)


Please list all liabilities of the testatrix and their value


Offshore Assets (Testator)

Property, Equities, Businesses, Unit Trusts, Bank Deposits, Motor Vehicles, Personal Assets & Life Assurance to Estate


Source of offshore funds


Offshore Assets (Testatrix)

Property, Equities, Businesses, Unit Trusts, Bank Deposits, Motor Vehicles, Personal Assets & Life Assurance to Estate


Source of offshore funds


Description of Life Assurance paying to 3rd parties

Testator


Testatrix


Devolution of Estate

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


Heirs to the residue of the estate

Wife to inherit estate? If no, please specify.
Yes No


Will of testator if first dying


Husband to inherit estate? If no, please specify.
Yes No


Will of testatrix if first dying


Will of survivor and/or simultaneous death


Children to inherit estate? If no, please specify.
Yes No


Persons to inherit in the event of husband, wife, children and grandchildren all being deceased - please specify (optional)


Minors Inheritance/Trusts

To be handed to

Minors Trust - Nominated Trustees

Please supply the details of the minor's trust-nominated trustees, including:


Minor/s inheritance to be paid at age (minimum 18)

Guardian

Please supply the details of a guardian for minor children (under 21), including:


Has this matter been discussed with the proposed guardian?
Yes No

Executors



Please Note
The documentation that you will be receiving, either as a draft or as a finalised document, serves as a legal document which is capable of being utilised once it has been signed. It is therefore company policy to issue an invoice within 10 working days of the manuscript being sent to you unless the writer has been contacted with regards to the fact that the document requires changes. If you decide not to utilise the will then you will be charged at Sentinel's hourly rate for directors.

Initial consultation and drafting fee of

FEE PER WILL: R1,200 + VAT

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