(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).
1 | Original Death Certificate and BI- 1663 Notification of Death Form | |
2 | Identity Documents of deceased | |
3 | Name, address of employer and salary number of deceased | |
4 | Details of Pension Fund | |
5 | Name, address and reference number of Medical Aid Society | |
6 | Income tax details (including details of accountants) | |
7.a | Name, address and telephone number of deceased’s usual doctor | |
7.b | Name, telephone number and case numbers from Police Station should the deceased have died of unnatural causes (e.g. motor Vehicle accident, suicide,etc.) | |
8 | Partnership agreement and name, address of partners | |
9.a | Particulars of Close Corporation or Business | |
9.b | Name and number of Auditor/ Accounting Officer | |
10 | Details of divorced and predeceased spouses | |
11 | Ante nuptial contracts, divorce agreements and maintenance agreements | |
12.a | Title deed in respectof fixed property | |
12.b | Rates and taxes account and / or details of Body Corporate or the Managing Agents | |
13 | Original registration certificates in respect of motor vehicles | |
14 | Firearms – to be handed to the Executor for safekeeping | |
15 | Certificates/ details in respect of timeshare | |
16 | Share Certificates (stock exchange or private companies) | |
17 | Hire and letting contracts | |
18 | Cheque books, investment statements, credit cards, ATM cards | |
19 | Insurance Policies – whether payable to the estate or to a third party | |
20 | Details of short term insurance (motor vehicle, contents of house, etc.) | |
21 | Accounts owing by the deceased | |
22 | Copies of Identity Documents of beneficiaries and marriage details | |
23 | Copies of birth certificates if minor beneficiaries |
Kenny Williamson
www.businessowner-cover.com
Death and the preparing was last modified: September 15th, 2016 by