Will Questionnaire

    Client Information: Client 1
    Client Information: Client 2
    Marital Status
    UnmarriedMarried in community of propertyMarried out of community of property without accrualMarried out of community of property with accrualDivorcedWidow/WidowerLife partnerSame sex marriage
    Current MarriagePrevious Relationship

    (Please note that a testamentary trust is only registered at the time of the Testator/Testatrix death)

    • It is recommended to establish a testamentary trust when minors are involved, to act in their best interest.
    • If a testamentary trust is not established, their inheritance will be paid over to the Master of the High Court and managed by the Guardian Fund until the children reach the age of 18 years.
    Guardians (older than 18 years)
    If you have minor children, a guardian must be appointed upon the death of both natural parents.
    Last will - bequests
    Executor of Estate
    List of assets and liabilities: Client 1
    List of assets and liabilities: Client 2
    Other Information
    Special needs must be addressed in a living will or discussed with family in advance.
    To be buried
    Organ Donor
    Living Will
    A living will takes effect while you are still alive. It is a declaration or an advance directive which will represent your wish to refuse any medical treatment and attention in the form of being kept alive by artificial means when you as the patient may no longer be able to competently express a view.