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Last Will and Testament application
Requirements
 
Type Will
Language of Will
 

Particulars of applicant/s

 
Personal detail
 
Title:
Surname
Full names
Maiden name (If applicable)
Marital status
Identity number (Compulsory)
Date of birth
Passport number (If applicable)
Passport Expiry date (If applicable)
Nationality
E-mail address
Contact numbers: Home
Contact numbers: Work
Contact numbers: Fax
Contact numbers: Cell
Residential address & postal code
Postal address & postal code
 
Spouse and children?
 
Are you married?
 
Complete spouse's details:
 
Surname
Maiden name
Full names
Gender
ID Number
 
Do you have children?
 
Children details:
 
Full names Surname ID number Gender Related to :
 
Assets
 
Do you own immovable property ?
(e.g. primary residence or farm)
 
Detail of immovable property :
 
Description Value Outstanding
R R
R R
R R
R R
R R
R R
R R
     
Do you own movable property ?
(e.g. furniture, vehicles, implements, live-stock)
 
Detail of movable assets :
 
Description Value Outstanding
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
     
Do you have business interests
 
Detail of business interests :
 
Entity type Loan account % Interest Value in Rand
R % R
R % R
R % R
R % R
 
Do you have investments ?
(e.g. bank and/or insurance companies and/or other institutions)
 
Detail of investments:
 
Name of institution Type of investment Value
R
R
R
R
     
Do you have insurance payable to the estate
 
Detail of insurance paid to estate: (NOT CEDED or NO BENEFICIARIES)
 
Name of company Policy number Value
R
R
R
R
     
Do you have insurance not payable to the estate ?
(Policies with beneficiaries or ceded; pension/ retirement fund/ preservation fund and annuities (lump sum and death cover); group cover)
 
Detail of insurance not payable to estate:
 
Name of company Policy number Beneficiary name Value
R
R
R
R
       
Any other assets not yet mentioned
 
Detail of other assets:
 
Description Value Outstanding
R
R
R
R
R
     
 
Liabilities
 
Do you have liabilities
 
Detail of liabilities not yet mentioned :
 
Description Outstanding
R
R
R
R
R
R
R
R
R
R
   
 
Funeral arrangements (Optional)
 
What type of funeral do you want?
 
Particulars of heirs
 
Is your spouse the sole heir
 
Indicate which asset must be inherited by whom:
         
Type of asset Full names and surname Relationship ID/Date of birth. Gender
 

Spouse's details if this is a joint last will & testament:

 
Spouse's personal detail:
 
Title:
Surname
Full names
Maiden name (If applicable)
Identity number (Compulsory)
Date of birth
Passport number (If applicable)
Passport Expiry date (If applicable)
Nationality
E-mail address
Contact numbers: Home
Contact numbers: Work
Contact numbers: Fax
Contact numbers: Cell
 
Spouse's assets
 
Do you own immovable property ?
(e.g. primary residence or farm)
 
Detail of immovable property :
 
Description Value Outstanding
R R
R R
R R
R R
R R
R R
R R
     
Do you own movable property ?
(e.g. furniture, vehicles, implements, live-stock)
 
Detail of spouse's movable assets:
 
Description Value Outstanding
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
     
Do your spouse have business interests
 
Detail of spouse's business interests
 
Entity type Loan account % Interest Value in Rand
R % R
R % R
R % R
R % R
 
Do you spouse have investments ?
(e.g. bank and/or insurance companies and/or other institutions)
 
Detail of spouse's investment/s:
 
Name of institution Type of investment Value
R
R
R
R
     
Do your spouse have insurance payable to the estate
 
Detail of insurance paid to estate: (NOT CEDED or NO BENEFICIARIES)
 
Name of company Policy number Value
R
R
R
R
     
Spouse have insurance not payable to the estate ?
(Policies with beneficiaries or ceded; pension/ retirement fund/ preservation fund and annuities (lump sum and death cover); group cover)
 
Detail of spouse's insurance not payable to the estate:
 
Name of company Policy number Beneficiary name Value
R
R
R
R
       
Do your spouse have assets not yet mentioned
 
Detail of spouse's assets not yet mentioned
 
Description Value Outstanding
R
R
R
R
R
     
 
Spouse's liabilities
 
Do your spouse have liabilities not yet mentioned
 
Detail of spouse's liabilities not yet mentioned
 
Description Outstanding amount
R
R
R
R
R
R
R
R
R
R
   
 
Funeral arrangements for spouse (Optional)
 
What type of funeral does your spouse want?
 
Particulars of spouse's heirs
 
Are you your spouse's sole heir
 
Indicate which of your spouse's asset must be inherited by whom:
         
Type of asset Full names and surname Relationship ID/Date of birth. Gender
 
Will of survivor and/or simultaneous death:
 
Do you want to make provision for the Will of the survivor and/or simultaneous death of you and spouse:
   
Child(ren) sole heir(s)?
 
Indicate who receives which asset in case of simultaneous death or in case of survivors death:
         
Type of asset Full names and surname Relationship ID/Date of birth Gender
 
Family obliteration (Optional)
 
Do you want to make provision for family obliteration
 
Indicate who receives which asset in case of Family obliteration:
         
Type of asset Full names and surname Relationship ID/Date of birth Gender
 
Trust for minors
 
Until what age must trust be maintained for minors
Who do you want to appoint as trustees
 
Indicate who you want to appoint as trustee:
 
Full names and surname Relationship ID number / Date of birth Gender
 
Do you want to appoint a Co-Trustee
 
Indicate who you want to appoint as co-trustee:
 
Full names and surname Relationship ID number / Date of birth Gender
 
 
Guardian
 
Do you want to appoint a Guardian
 
Indicate who you want to appoint as guardian:
 
Full names and surname Relationship ID number / Date of birth Gender
 
Executor
 
Do you want to appoint a Co-Executor with Sanlam Trust
 
Indicate who you want to appoint as Co-Executor:
 
Full names and surname Relationship ID number / Date of birth Gender
 
Other requests
 
Other request/s
 

Last Will & Testament Application

Apply here to have your last will and testament drawn up by the professionals and enjoy the benefits of: specialised knowledge and experience; peace of mind that your estate are efficiently and professionally been dealt with; be ensured that advice is objective; your estate enjoys complete security through internal controls; sophisticated computer systems ensure top quality service; your will is being kept in safe custody for free; and reviewed for free in the future. Before you complete this application to draft a last will and testament, use the estate planning calculator to ensure that your wishes are executable and that you have enough liquidity in your last will and testament. If you need assistance with the calculations you can contact a financial planner direct or you can find a financial planner in your town to assist you!

Complete the form to apply for a last will and testament:

Last Will and Testament application Last Will and Testament application Last Will and Testament application Last Will and Testament application Last Will and Testament application Last Will and Testament application Last Will and Testament application Last Will and Testament application

Last Will & Testament

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