Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett
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- Elijah Harper
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1 Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett
2 CONTENTS Personal Details... 3 Individual s Details...3 Family Details...4 Direct Descendants & Grandchildren...6 Whom to Notify on My Death...7 Institutions, Charities, Social Clubs...7 Professionals...8 Executors/Trustees...9 Other persons...10 Assets...11 PERSONAL ESTATE DOCUMENT LEGACY FS 2
3 PERSONAL DETAILS INDIVIDUAL S DETAILS Surname Full first names Nick name or known as Contact numbers Home: Work: Cell: Citizenship Identity Number Marital Status - In/Out of Community of Property or Other Date of Marriage Place of Marriage Location of Last Will & Testament Spouse Identity Number Employer Occupation Employer Employer Employer Date of Commencement of Service Income Benefits PERSONAL ESTATE DOCUMENT LEGACY FS 3
4 Family Details Siblings Details Siblings Details Siblings Details Siblings Details Siblings Details PERSONAL ESTATE DOCUMENT LEGACY FS 4
5 Father s Details Date of Death if applicable Cause of Death Where buried Date of Marriage Mother s Details Contact number Date of Death if applicable Cause of Death Where buried Date of Marriage Maternal Grandfather s Details Date of Death if applicable Where buried Maternal Grandmother s Details Date of Death if applicable Where buried Paternal Grandfather s Details Date of Death if applicable Where buried PERSONAL ESTATE DOCUMENT LEGACY FS 5
6 Paternal Grandmother s Details Date of Death if applicable Where buried Direct Descendants & Grandchildren Direct Descendant s Details - Children Identity Number Identity Number Identity Number Identity Number PERSONAL ESTATE DOCUMENT LEGACY FS 6
7 Grandchildren s Details Identity Number Identity Number Identity Number Identity Number Identity Number PERSONAL ESTATE DOCUMENT LEGACY FS 7
8 Grandchildren s Details Identity Number Identity Number Whom To Notify On My Death Institutions, Charities, Social Clubs Institutions Ref/Acc number: Charities Social Clubs PERSONAL ESTATE DOCUMENT LEGACY FS 8
9 Professionals Attorney Accountant Location of Tax Returns Additional Professionals if applicable Doctor / GP Dentist Specialist PERSONAL ESTATE DOCUMENT LEGACY FS 9
10 Executors/Trustees Executor/s Executor/s Executor/s Executor/s Trustee/s Trust Trust Number of Trustee Trustee/s Trust Trust Number of Trustee Trustee/s Trust Trust Number of Trustee PERSONAL ESTATE DOCUMENT LEGACY FS 10
11 Trustee/s Trust Trust Number of Trustee Guardians of Minor Children Guardians of Minor Children Guardians of Minor Children Other persons to be notified on my death Other Persons Other Persons Other Persons PERSONAL ESTATE DOCUMENT LEGACY FS 11
12 Assets Property Property Details Personal / Residential Location Purchase Price Purchase Date Deed in of Location of Title Deed Amount of Mortgage Type of Mortgage of Mortgagor (bank) Improvements Date, Description & cost of Improvements Property Details Investment / Other Location Purchase Price Purchase Date Deed in of Location of Title Deed Amount of Mortgage Type of Mortgage of Mortgagor (bank) Improvements Date, Description & Cost of Improvement PERSONAL ESTATE DOCUMENT LEGACY FS 12
13 Motor vehicles Motor Vehicle Details Make Year Registration Number VIN Number Engine Number Registration in of Purchase Price Financed? Financier Account Number Motor Vehicle Details Make Year Registration Number VIN Number Engine Number Registration in of Purchase Price Financed? Financier Account Number PERSONAL ESTATE DOCUMENT LEGACY FS 13
14 Other Assets of Value (personal or miscellaneous) Description Location Ownership Estimated Value Debts owed to me/my Estate Debtor s Amount Date paid in full Debts owed by me/my Estate To whom Reason Amount Date paid in full PERSONAL ESTATE DOCUMENT LEGACY FS 14
15 Insurance & Retirement Policies Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount Covered Monthly Premium: Life: Dread Disease: Disability: Beneficiaries Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount of Cover Monthly Premium: Life: Dread Disease: Disability: Beneficiaries PERSONAL ESTATE DOCUMENT LEGACY FS 15
16 Insurance & Retirement Policies Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount Covered Monthly Premium: Life: Dread Disease: Disability: Beneficiaries Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount of Cover Monthly Premium: Life: Dread Disease: Disability: Beneficiaries PERSONAL ESTATE DOCUMENT LEGACY FS 16
17 Insurance & Retirement Policies Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount Covered Monthly Premium: Life: Dread Disease: Disability: Beneficiaries Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount of Cover Monthly Premium: Life: Dread Disease: Disability: Beneficiaries PERSONAL ESTATE DOCUMENT LEGACY FS 17
18 Insurance & Retirement Policies Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount Covered Monthly Premium: Life: Dread Disease: Disability: Beneficiaries Policy Details Company Agent/Broker or Company Details : Policy Type Date of Commencement: Policy Number Policy Location Amount of Cover Monthly Premium: Life: Dread Disease: Disability: Beneficiaries PERSONAL ESTATE DOCUMENT LEGACY FS 18
19 Pension Information Pension Details Company Pension Type Pension Number Amount Date of Commencement Beneficiaries Retirement Annuity Details Company Street Policy Type Policy Number Policy Location Amount Date of Commencement Beneficiaries Agent/Broker Details : Cell: Retirement Annuity Details Company Street Policy Type Policy Number Policy Location Amount Date of Commencement PERSONAL ESTATE DOCUMENT LEGACY FS 19
20 Beneficiaries Agent/Broker Details : Cell: Banking Details Bank account Account Bank Branch Account Number Type Bank account Account Bank Branch Account Number Type Bank account Account Bank Branch Account Number Type PERSONAL ESTATE DOCUMENT LEGACY FS 20
21 Bank account Account Bank Branch Account Number Type Shares / Portfolios Shares Description Date Purchased Certificate Number Certificate Location Unit Price Number of Shares Amount Broker Broker Broker Shares Description Date Purchased Certificate Number Certificate Location Unit Price Number of Shares Amount Broker Broker Broker PERSONAL ESTATE DOCUMENT LEGACY FS 21
22 Shares Description Date Purchased Certificate Number Certificate Location Unit Price Number of Shares Amount Broker Broker Broker Shares Description Date Purchased Certificate Number Certificate Location Unit Price Number of Shares Amount Broker Broker Broker Shares Description Date Purchased Certificate Number Certificate Location Unit Price Number of Shares Amount Broker Broker Broker PERSONAL ESTATE DOCUMENT LEGACY FS 22
23 Unit Trust Details Unit Trust Company name Contact number Description Account Number Date Purchased Location of Statement Unit Trust Company name Contact number Description Account Number Date Purchased Location of Statement Unit Trust Company name Contact number Description Account Number Date Purchased Location of Statement PERSONAL ESTATE DOCUMENT LEGACY FS 23
24 Unit Trust Company name Contact number Description Account Number Date Purchased Location of Statement Medical Aid Company Membership Number Scheme Type Main Member Company Contact Details : Broker Broker Contact Details : Listed Dependants D.O.B D.O.B D.O.B PERSONAL ESTATE DOCUMENT LEGACY FS 24
25 Listed Dependants D.O.B D.O.B Short Term Insurance Company Policy Broker Broker Contact Details : Asset Cover PERSONAL ESTATE DOCUMENT LEGACY FS 25
26 Checklist In estimating your total asset value, have you considered: Assets Value of. Cash Savings accounts Current accounts Fixed deposits Subscription shares Shares Unit trusts Land House Other fixed property Partnership shares Business interests Personal property Insurance proceeds from: Life insurance policies Health and accident Fraternal organisation benefits Pension funds Burial Society Liabilities Income tax payable Provisional tax that may be due Other taxes (e.g. donations tax etc.) Funeral expenses Other expenses (e.g. debts owed by your estate) Important documents to have Will and Codicils Marriage Certificate Antenuptial Contract Title Deeds Insurance Policies PERSONAL ESTATE DOCUMENT LEGACY FS 26
27 LEADERS IN ESTATE PLANNING FIDUCIARY SERVICES TRUST ADMINISTRATION ADMINISTRATION OF DECEASED ESTATES SUCCESSION PLANNING INDEPENDENT SPECIALIST ADVICE T F E receptioncpt@legacyfs.co.za Legacy House, Block Y Greenford Office Estate Punters Way, Kenilworth, 7708 P.O.Box 23685, Glossderry, 7702 Legacy Fiduciary Services Private Trust Ltd Reg No 1937/009516/06 a wholly owned subsidiary of Legacy Fiduciary Services SA (Pty) Ltd Reg No 2010/009506/07 Legacy Fiduciary Services and Estate Planning is an Authorised Financial Services Provider No Associate representation in Durban, Johannesburg and Port Elizabeth
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