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About Us
Services
Shop
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Book a Call
Contact Us
My Account

Estate Information Form

Please provide your estate information below:

"*" indicates required fields

Step 1 of 4

25%

Client Information

Name*

First Last

Email Address*

Contact Number*

Information of the Deceased

Did the deceased have a will? (If yes please provide the original)*

Please provide the original*

Max. file size: 128 MB.

Full Name of the Deceased*

First Last

Deceased ID Number*

Provide copy of the ID document*

Max. file size: 128 MB.

Date of Death*

MM slash DD slash YYYY

Provide a copy of the Death Certificate*

Max. file size: 128 MB.

Address at time of death:*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Marital status at time of death*

Provide a copy of the marriage certificate*

Max. file size: 128 MB.

Town where married*

Full name of surviving spouse*

First Last

ID number of surviving spouse*

Provide a copy of surviving spouse's ID document*

Max. file size: 128 MB.

Provide a copy of the divorce certificate*

Max. file size: 128 MB.

Full name of predeceased spouse*

First Last

ID number of predeceased spouse*

Date of death*

MM slash DD slash YYYY

Registration number of the estate*

Children of the deceased and any beneficiaries

Whether major or minor, if married in cop with or without accrual - provide copies of ID documents

List full names of any children and beneficiaries below:

Names of the parents of the deceased

(predeceased or alive - this is not a requirement but we like to add this detail to our bundle we submit to the Master as it can be used in the future to trace family tree line

Full name of father of the deceased

First Last

Full name of mother of the deceased

First Last

Income tax reference number

Provide number below*

Details of the Executor

Full Name of Executor

First Last

Executor ID Number

Executor Contact Number

(if you are giving us power of attorney, we will use our contact number)

Executor Email Address

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

(if you are giving us power of attorney, we will use our address)

Relationship to the deceased:

Other Details

Details of any immovable property and whether it is bonded

Immovable Property

Bonded? Yes or No

Value

Any extra details about the property

Details of any movable property e.g. furniture, clothing, jewellery etc.

Movable Property

Value

Any extra details about the property

Assets

List assets below

Company

Account number

Estimated value

Creditors

List below

Company

Account number

Estimated value

Supporting Document Checklist

Certied copies required

(If you are unable to get certied copies of any documents mentioned below we are happy to assist in certify these documents for you as long as we have had sight of the original documents)

Executor’s ID document*

Yes

No

N/A

Upload a copy of the Executor's ID document

Max. file size: 128 MB.

Proof of address of the executor*

Yes

No

N/A

Upload a copy of the proof of address

Max. file size: 128 MB.

Nomination form if applicable*

Yes

No

N/A

Upload a copy of the completed nomination form

Max. file size: 128 MB.

ID documents of beneficiaries*

Yes

No

N/A

Upload a PDF including copies of all ID documents

Max. file size: 128 MB.

Police report if death was unnatural*

Yes

No

N/A

Upload a copy of police report

Max. file size: 128 MB.

Signed wills*

Yes

No

N/A

Upload a copy of signed wills

Max. file size: 128 MB.

Death notice BI 1663*

Yes

No

N/A

Upload a copy of the death notice

Max. file size: 128 MB.

Birth certificates of minor beneficiaries*

Yes

No

N/A

Upload a PDF including copies of all minor beneficiaries birth certificates

Max. file size: 128 MB.

Proof of assets (Only if Estate is valued below R250 000)*

Yes

No

N/A

Upload a copy of the proof of assets

Max. file size: 128 MB.

Divorce order if applicable*

Yes

No

N/A

Upload a copy of the divorce order

Max. file size: 128 MB.

The settlement agreement (annexed to divorce order)*

Yes

No

N/A

Upload a copy of the settlement agrrement

Max. file size: 128 MB.

Minor’s affidavit - in special instances*

Yes

No

N/A

Upload a copy of the minor's affidavit

Max. file size: 128 MB.

Affidavit confirming author of handwritten wills*

Yes

No

N/A

Upload a copy of the affidavit

Max. file size: 128 MB.

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Gillitts, KwaZulu-Natal
082 839 6160
[email protected]

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Established In 2020, ‘Marsh Fidelity’’ Exists To Create An Enduring Difference. We Are Passionate About Helping Families Navigate Through Difficult Times In Their Lives, When They Are Vulnerable And In Need. We Want To Be Your Guiding Light And Give You Peace Of Mind.

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