Death and the preparing

(Update: Sept, 2016. This post is still valid. Checklist that you should all use)


(Original post)

I just received an email regarding what needs to be done should someone in your family die.

You never really think about this much when alive, so a suggestion would be to create a place of safekeeping where you could keep as much of the information pertaining to the following list as possible…thereby making things happen much smoother for your dependants should you die:

DOCUMENTS AND INFORMATION REQUIRED BY AN EXECUTOR
(with thanks to Estate Planning Essentials newsletter of the 7th of April 2009- Tiny Carroll and Daleen Harris).

1Original Death Certificate and BI- 1663 Notification of Death Form
2Identity Documents of deceased
3Name, address of employer and salary number of deceased
4Details of Pension Fund
5Name, address and reference number of Medical Aid Society
6Income tax details (including details of accountants)
7.aName, address and telephone number of deceased’s usual doctor
7.bName, telephone number and case numbers from Police Station should the deceased
have died of unnatural causes (e.g. motor
Vehicle accident, suicide,etc.)
8Partnership agreement and name, address of partners
9.aParticulars of Close Corporation or Business
9.bName and number of Auditor/ Accounting Officer
10Details of divorced and predeceased spouses
11Ante nuptial contracts, divorce agreements and maintenance agreements
12.aTitle deed in respectof fixed property
12.bRates and taxes account and / or details of Body Corporate or the Managing Agents
13Original registration certificates in respect of motor vehicles
14Firearms – to be handed to the Executor for safekeeping
15Certificates/ details in respect of timeshare
16Share Certificates (stock exchange or private companies)
17Hire and letting contracts
18Cheque books, investment statements, credit cards, ATM cards
19Insurance Policies – whether payable to the estate or to a third party
20Details of short term insurance (motor vehicle, contents of house, etc.)
21Accounts owing by the deceased
22Copies of Identity Documents of beneficiaries and marriage details
23Copies of birth certificates if minor beneficiaries

Kenny Williamson
www.businessowner-cover.com

Death and the preparing was last modified: September 15th, 2016 by Kenny Williamson

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