28/06/2023
Here is some valuable information- use it as index to get your own PERSONAL FILE in order...
Documents we require in order to wind up a deceased estate:
1. Original death certificate and original WILL
2. Identity document of deceased – STAMPED BY HOME AFFAIRS
3. Marriage certificate
4. Antenuptial agreement if applicable
5. Copy of identity document of surviving spouse
6. Copies of title deeds or municipal accounts for all immovable properties registered in name of deceased.
7. Bond bank statements (home loan) on any immovable property.
8. Vehicle Registration documents/ Vehicle finance documents
9. ALL outstanding accounts owed. (medical, retail, municipal, loan accounts, etc)
10. Bank statements in name of deceased – investments/current/savings
11. All relevant Policy documents
12. Investment documentation (share certificates etc)
13. Television license
14. DSTV subscription documents
15. Insurance documents – vehicles / immovables
16. Medical Aid documents
17. Pension fund documents
18. Funeral expenses
19. SARS- Tax certificate and copy of latest assessment of deceased ( or details of accountants) and NB –
20. Birth certificate/ identity documents of heirs ( if applicable )
21. Proof of residence of all heirs.
22. Details of fire arms
23. Any buy and sell or key man policies on life of deceased – if relevant .
24. Details of Foreign assets.
25. Details of business assets and business relationships of deceased
( members interest in CC’s, partnerships etc.)
If deceased was previously married we will require death certificate and Masters reference of estate of former spouse, or any and all divorce orders.
NB: USERNAMES AND PASSWORDS FOR BANKING ONLINE PROFILES AND SARS E-FILING, and THE SECURITY PIN NUMBER FOR THE DECEASED CELL PHONE, IF AVAILABLE, should be provided. This not imperitive, but will be very helpful for the executor and/or family in the winding up process.