BEXs Will Application Form

Estate Planning Questionnaire

PLEASE NOTE, THIS QUESTIONNAIRE DOES NOT CONSTITUTE A WILL, THE PURPOSE HEREOF IS TO FACILITATE THE DRAFTING OF A WILL, WHICH THE TESTATOR/TESTATRIX MUST REVIEW, APPROVE AND SIGN BEFORE TWO WITNESSES TO CONSTITUTE A VALID WILL
Title
One file only.
128 MB limit.
Allowed types: pdf, doc, docx.
One file only.
128 MB limit.
Allowed types: pdf, doc, docx.

General Information

Personal Details

Marital Status

Testator
testatrix

Postal Address & Contact Details

Details of Children

Child 1
Child 2
Child 3
Child 4
Child 5

Instructions for Will

Testator
Special Bequest/Legacy means any specific items/or a sum of money, you wish to bequeath to a particular person or institution
Substitution heirs means replacement heirs in case of the heirs prior death
Substitution heirs means replacement heirs in case of the heirs prior death
Testatrix
Special Bequest/Legacy means any specific items/or a sum of money, you wish to bequeath to a particular person or institution
Substitution heirs means replacement heirs in case of the heirs prior death
Substitution heirs means replacement heirs in case of the heirs prior death

Trust Details

e.g. Estate planning, maintenance of a parent, surviving or divorced spouse, person with disability or insolvency

Guardianship Details

*NOTE: if any children are minors, you may wish to nominate a guardian

Guardian 1
Guardian 2

Details of assets and liabilities

*The value of the assets should be the current market value. For the liabilities, reflect the current amounts due. Incorrect information will affect the liquidity and Estate duty calculations.


South African Assets:

Residential Property:

Testator
%
R
Testatrix
%
R

Vehicles:

Testator
%
R
Testatrix
%
R

Equipment and Mechinery:

Testator
%
R
Testatrix
%
R

Livestock:

Testator
%
R
Testatrix
%
R

Shares, Stocks & Bonds:

Testator
%
R
Testatrix
%
R

Loan Owing from Trust:

Testator
%
R
Testatrix
%
R

Insurance Policies:

Testator
%
R
Testatrix
%
R

Unit Trust:

Testator
%
R
Testatrix
%
R

Cash (Cheque, Savings & Investments):

Testator
%
R
Testatrix
%
R

Partnership Interest:

Testator
%
R
Testatrix
%
R

Sole Proprietorship:

Testator
%
R
Testatrix
%
R

Private Company Value Shares:

Testator
%
R
Testatrix
%
R

Close Corporation - Member's interest:

Testator
%
R
Testatrix
%
R

Total Assets Value

0


South African Liabilities:

Bonds Over All Residential Property:

Testator
%
R
Testatrix
%
R

Installments Sale Agreements on all Vehicles:

Testator
%
R
Testatrix
%
R

Installments Sale Agreements on Equipment & Machinery:

Testator
%
R
Testatrix
%
R

Overdraft Cheque Account:

Testator
%
R
Testatrix
%
R

Other Debt:

Shopping Cards:

(eg. Woolworth, Markhans, Edgars etc.)

Testator
%
R
Testatrix
%
R

Loan Agreements:

Testator
%
R
Testatrix
%
R

Sole Proprietorship:

Testator
%
R
Testatrix
%
R

Partnership:

Testator
%
R
Testatrix
%
R

Private Company - Loan Account:

Testator
Testatrix

Close Corporation - Loan Account:

Testator
Testatrix

Total Liabilities Value

0


Life Insurance Policies Payable to Beneficiaries:

Except "Key man" and buy and Sell policies

Policy 1
R
Policy 2
R
Policy 3
R
Policy 4
R
Policy 5
R
Policy 6
R

Fee Details

Except "Key man" and buy and Sell policies

The Applicant consents to BEXs keeping the original signed Will in Storage
Do you require a formal Estate Plan?

Please see out Schedule of Fees here

%
%

Details of Financial Planning Partner

Title
Other Contact

General

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