Will Application Form CONTACT INFORMATION: SECTION Name and Surname * Province/City * Email address * Mobile Number * WILL REQUIREMENTS & SPECIAL WISHES South African Assets Only * Yes No Worldwide Assets * Yes No Cremation * Yes No Burial * Yes No Donate organs * Yes No NOMINATION OF EXECUTOR AND CO-EXECUTOR Nominate Directors of Legatee Trust Services as Executor * Yes No Nominate a co-executor * Yes No Name and Surname of co-executor * Identity Number of co-executors being nominated * Contact details for co-executor * TESTATOR/TESTATRIX PERSONAL DETAILS Title * Name and Surname of testator/testatrix * Clients’ identity number/passport number * Residential Address/Postal Address: * Email Address * Contact numbers * MARITAL STATUS Indicate Marital Status * Single Divorced Widowed Married in community of property Married out of community of property Married ANC SPOUSE/CHILDREN/ BENEFICIARY Full names and surname per their identity document, minors, and majors, including adopted children and children from previous marriages. First Spouse / Child / Beneficiary Name and Surname * Identity Number * Relationship * Male or Female * Second Spouse / Child / Beneficiary Optional Name and Surname Identity Number Relationship Male or Female Third Spouse / Child / Beneficiary Optional Name and Surname Identity Number Relationship Male or Female Fourth Spouse / Child / Beneficiary Optional Name and Surname Identity Number Relationship Male or Female Fith Spouse / Child / Beneficiary Optional Name and Surname Identity Number Relationship Male or Female Do you want to add another beneficiary? Yes No Sixth Spouse / Child / BeneficiaryOptional Name and Surname Identity Number Relationship Male or Female Do you want to add a seventh beneficiary? Yes No Seventh Spouse / Child / BeneficiaryOptional Name and Surname Identity Number Relationship Male or Female Do you want to add an eigth beneficiary? Yes No Eighth Spouse / Child / BeneficiaryOptional Name and Surname Identity Number Relationship Male or Female Do you want to add a nineth beneficiary? Yes No Nineth Spouse / Child / BeneficiaryOptional Name and Surname Identity Number Relationship Male or Female Do you want to add a tenth beneficiary? Yes No Tenth Spouse / Child / BeneficiaryOptional Name and Surname Identity Number Relationship Male or Female GUARDIAN NOMINATION Guardian 1 Name and Surname * Identity Number * Relationship to testator/testatrix * Guardian 2 Optional Name and Surname Identity Number Relationship to testator/testatrix CREATION OF A TESTAMENTARY TRUST Create a testamentary trust: * Yes No Age at which trust must terminate: * HOW WOULD LIKE TO DISTRIBUTE/BEQUEATH YOUR ESTATE Below are examples of how to complete this section of application form Example 1 - I would like to leave 100% of my estate to my spouse (full names and identity number)Example 2 - I would like to leave 50% of my estate to my spouse (full names and identity number) and the remaining 50% of my estate to be split equally among my children (full names and identity number)Example 3 - I would like to leave 50% of my estate to my spouse (full names and identity number) and the remaining 50% of my estate to my minor child, (full names and identity number) in trust until the age of 25.Example 4 - I would like to leave 100% of my estate to my children in equal shares (full names and identity numbers)Example 5 - I would like to leave 50% of my estate to my aunt, (full names and identity numbers) and the remaining 50% to my uncle, (full names and identity number). Please use the section below to complete how you would like to bequeath your estate? Instructions should not be contradictory and should be clear and concise as in the examples above. Instructions as per above * SUBSTITUTION CLAUSE: IN THE EVENT OF THE ABOVE HEIRS NOT SURVIVING YOU/ COMPLETE FAMILY OBLITERATION: ANY OTHER IMPORTANT POINTS/ DETAILS RELEVANT TO YOUR WILL T’s & C’s: This document is not your Will. It is a Will application form. By completing this form, the applicant authorises Legatee Trust Services to have their Will drafted. You authorise the use of your personal information which will be electronically transferred to Legatee Trust Services (Pty) Ltd, Registration Number:2021/447651/07 who will be able to access, view and store your personal information. All reasonable steps are taken by Legatee Trust Services to protect your personal information and maintain your confidentiality. We cannot, however, guarantee the security or integrity of any information you transmit to us online and you agree that you do this at your own risk. If you are human, leave this field blank. Submit
