Last Will & Testament Instruction Form

Please complete the following form in order for us to draft a basic Will. Should you require further guidance and/or Estate Planning, we recommend setting up an appointment with one of our advisors.

Please complete as many fields as possible, Thank you.

Your Full Name*

Identity Number*

Residential Address:*

Tel Home*

Tel Work*

Tel Cell*

Postal Address*

Email address*

Marital Status

Marriage by

Full names of spouse

State full name of previous spouse

State full name of deceased spouse

Spouse's Identity Number

Spouse's date of death

Children's full names, dates of birth and marital status (if applicable)

State if any legally adopted children or children born of a different marriage

Executors

Executor' Name/s

Executor's relationship to you

Ewing Tax Services. - Joint appointment?

Yes

Trustees

(if there is a Will Trust for minor beneficiaries)

Trustees relationship to you

Trust for minor beneficiaries until the age of

Guardians for minor children

Guardian Name

Guardian Relationship

Special Bequests/Gifts

Recipient name

Details of bequest

Recipient name

Details of bequest

Recipient name

Details of bequest

Beneficiary/ies of the Residue/Balance of Estate

Beneficiary name

Beneficiary relationship

Beneficiary name

Beneficiary relationship

Beneficiary name

Beneficiary relationship

Alternate beneficiary/ies, should the beneficiaries above fail

Alternate Beneficiary name

Alternate Beneficiary relationship

Alternate Beneficiary name

Alternate Beneficiary relationship

Alternate Beneficiary name

Alternate Beneficiary relationship

General Information

Any preference as to burial/cremation

Details of special directions regarding funeral

Do you have any overseas assets?

Do you require a Living Will?

Do you require detailed Estate Planning?

(eg possible estate duty)

Bank accounts

Assets

Unit Trust

Pension

Annuities

Offshore accounts

Vehicles, caravans, boats, trailers

House, bond account no.

Firearms

Insurance Policy

Medical aid

Pre-deceased spouse for claim of E/D

Formal emigration by beneficiaries

Details of beneficiaries

Copy of Letters of Executorship (predeceased)

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