This is a possible list of what a person may have. It is not exhaustive and there may be items which do not pertain to yourself. Record these and let your Executor have a copy. Don’t forget to update as and when necessary.

  • Personal documents: Birth certificates, Marriage certificate, ANC & Will, death certificate of a late spouse and other similar documents
  • Regular income received - detail and give ref numbers
  • Medical Aid – Plan & Membership No.
  • Tax number(s) (not your PIN if you do e-filing)
  • Bank accounts (Numbers only)
  • Insurance: Household and Vehicle insurance policy with Policy type & No.; Brokers details
  • Retirement Annuities (Numbers and with which company)
  • Investments
  • Monthly/Annual Accounts
Indicate in whose name the account is paid, account number, whether monthly or annual using an asterix or similar, by debit order, received by e-mail or hard copy or any information which will reduce the burden of the Executor. Eg Rates, lights, DSTV, stores, telephone etc