What documents and information do I need to report a deceased estate? Which documents should I keep with my will?

The following information or documents should be taken along when you see your attorney to report a deceased estate:

1. Identity document;
2. Marriage certificate;
3. Title deeds of fixed properties;
4. Certificates in respect of timeshare;
5. Bank account numbers;
6. Important contracts such as rental contracts, financing contracts, policy contracts, buy and sell agreements and partner contracts;
7. Share certificates, unit trust statements and other investments;
8. Inter vivos trust deeds and letters of appointment;
9. Firearm licenses;
10. Financial statements;
11. Motor vehicle registration certificates;
12. Proof of any debt owed to you;
13. Short-term insurance details or details of broker;
14. Receipts for items in safe storage at banks;
15. Divorce order and divorce settlement agreement.

You can complete a will instruction sheet here:  Testament Instruksievel / Will Instruction Sheet

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