Last Will & Testament Application

Application Option(*)

Single Joint

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Application Type(*)

NewReview

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Applicant 1 Personal Details

Gender(*)

MaleFemale

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Surname(*)

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First Name(s)(*)

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Title

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Identity or Passport number

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Date of Birth(*)

Day01020304050607080910111213141516171819202122232425262728293031 / Month010203040506070809101112 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013Invalid Input

Occupation

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Income (p/m)

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Marital Status(*)

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Applicant 2 or Spouse Personal Details

Gender

MaleFemaleInvalid Input

Surname

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First Name(s)

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Title

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Identity or Passport number

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Date of Birth

Day01020304050607080910111213141516171819202122232425262728293031 / Month010203040506070809101112 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013Invalid Input

Occupation

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Income (p/m)

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Marital Status

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Applicant Contact Details

Contact Address

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Email Address

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Can the Will be emailed to the Applicant

YesNoInvalid Input

Contact Numbers

Cellphone Number

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Home Number

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Work Number

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Fax Number

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Children Details

First name(s) and surname of child 1

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Gender of child 1

MaleFemaleInvalid Input

Date of Birth of child 1

Day01020304050607080910111213141516171819202122232425262728293031 / Month010203040506070809101112 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013Invalid Input

From Which Relationship

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First name(s) and surname of child 2

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Gender of child 2

MaleFemaleInvalid Input

Date of Birth of child 2

Day01020304050607080910111213141516171819202122232425262728293031 / Month010203040506070809101112 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013Invalid Input

From Which Relationship

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First name(s) and surname of child 3

Invalid Input

Gender of child 3

MaleFemaleInvalid Input

Date of Birth of child 3

Day01020304050607080910111213141516171819202122232425262728293031 / Month010203040506070809101112 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013Invalid Input

From Which Relationship

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Guardianship Details

If any of the aforementioned children are minors, please nominate a guardian

First name(s) and surname of guardian

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Identity or Passport number

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Country of Residence

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Responsible for which children

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Relationship

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Comments

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Asset and Liability Details

Assets

Residential PropertyAgricultural PropertyEquipment, Machinery and VehiclesLivestockShares Quotes on stock exchangeStocks and BondsUnit Trust investmentsCash and Fixed depositLife Policies payable to the estatePartnership interestSole ProprietorshipPrivate Company or Close CorporationLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Asset Description

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Amount

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Assets

Residential PropertyAgricultural PropertyEquipment, Machinery and VehiclesLivestockShares Quotes on stock exchangeStocks and BondsUnit Trust investmentsCash and Fixed depositLife Policies payable to the estatePartnership interestSole ProprietorshipPrivate Company or Close CorporationLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Asset Description

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Amount

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Assets

Residential PropertyAgricultural PropertyEquipment, Machinery and VehiclesLivestockShares Quotes on stock exchangeStocks and BondsUnit Trust investmentsCash and Fixed depositLife Policies payable to the estatePartnership interestSole ProprietorshipPrivate Company or Close CorporationLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Asset Description

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Amount

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Assets

Residential PropertyAgricultural PropertyEquipment, Machinery and VehiclesLivestockShares Quotes on stock exchangeStocks and BondsUnit Trust investmentsCash and Fixed depositLife Policies payable to the estatePartnership interestSole ProprietorshipPrivate Company or Close CorporationLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Asset Description

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Amount

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Total Asset Amount

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Liabilities

Retail Accounts (Edgars, Milady's etc)Loans from BankMortgage BondsLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Liability Description

Invalid Input

Amount

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Liabilities

Retail Accounts (Edgars, Milady's etc)Loans from BankMortgage BondsLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Liability Description

Invalid Input

Amount

Invalid Input

Liabilities

Retail Accounts (Edgars, Milady's etc)Loans from BankMortgage BondsLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Liability Description

Invalid Input

Amount

Invalid Input

Liabilities

Retail Accounts (Edgars, Milady's etc)Loans from BankMortgage BondsLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Liability Description

Invalid Input

Amount

Invalid Input

Liabilities

Retail Accounts (Edgars, Milady's etc)Loans from BankMortgage BondsLoan Account held in Private Company or Close CorporationLoan Account held in TrustsInvalid Input

Liability Description

Invalid Input

Amount

Invalid Input

Total Liability Amount

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Total Amount

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Foreign Asset Details

Foreign Asset Description

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Asset Location

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Separate Will Existant

YesNoInvalid Input

Applicant 1 Value

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Life Insurance Policies not payable to the Estate

Name of Company

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Type of Policy

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Life Assured

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Beneficiary

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Value at Death

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Retirement Fund Details

Type of Retirement Fund

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Applicant 1 Value

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Firearm Details

Does Applicant 1 legally own any firearm/s

YesNoInvalid Input

Single Will Instruction Details

Special Instructions (e.g. burial, cremation etc)

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Special bequests

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Residue or Remainder of Estate

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Collation Details

Collation refers to the process whereby any previous donations, gifts, loans is deducted from inheritance within this Will

Do you require any of your descendants to account for donations, gifts, loans or amounts they have received

YesNoInvalid Input

If Yes, Please Specify details

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Additional Notes

Additional Notes

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