Online Will Application

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
Please complete this form in full by choosing the option that correctly describes the client's information and attach the following documents for all applicants (please tick the documents that will be attached):
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx.
Files must be less than 2 MB.
Allowed file types: gif jpg jpeg png pdf doc docx.

General Information

Personal Details

Marital Status

Testator

Testatrix

Postal Address & Contact Details

Unit / Flat Number and Name / Box Number
Street Number and Name
Suburb
Town
Postal Code

Details of Children

Child 1

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

Child/ren?

Guardian 2

Child/ren?

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
R

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. Woolworths, Markhams, Edgars etc.)

Testator
%
R
Testatrix
%
R

Loan Agreements:

Testator
%
R
Testatrix
%
R

Sole Proprietorship:

Testator
%
R
Testatrix
%
R

Partnership:

Testator
%
R
Testatrix
%
R
R

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

Please follow this link for our schedule of fees:

Our Schedule of Fees

All fees quoted above, exclude VAT

%
%

Details of Financial Planning Partner

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First
Last
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