GARIEP FINANCIAL PLANNERS
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    • Wills and Trusts
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    • Why a Retirement Annuity?
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Wills and Trusts

We offer a unique service-oriented planning concept, which addresses the clients' financial needs in a personal way, by professionally qualified planners and assistants.

Died estate administration: The following documents and forms must be submitted to the Master of the Supreme Court and submitted in order to appoint an executor:
• ID
• Death certificate
• Death notice
• Acceptance of executor hood
• Property inventory
• Latest valid testament
• Affidavit by family member if customer died intestate (without testament).

The following documents must be provided to the designated executor:
• Prenuptial contract
• Act of deeds of divorce
• Transfer papers
• Vehicle registration documents
• Share certificates
• Deposits of fixed deposits
• Leases
• Life, retirement and retirement annuity contracts
• Account of regular doctor
• Payroll or employment contract
• Medical Fond Card
• Income tax return
• Recent service account   - Telephone account   - Municipal account
• Unused checkbook
• savings accounts
• Credit and debit cards
• Short-term schedule
• All outstanding accounts
• Any correspondence regarding financial interests of deceased
• purchase and sale agreements - business agreements
• valuations of property for income tax executor: Determined by regulations as follows:
• Executor's fee / remuneration 3.5% calculated on gross estate plus VAT
​• Revenue recovery fee: 6% calculated on all values ​​after death

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"In times when you really need the best advice possible, that's when you need to know where to turn. Thank you to Elna and her team for going the extra mile when I needed it most."

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  • Money Market vs Income Fund
  • Why a Retirement Annuity?
  • ​Investments
  • South Africans still under-assured

Contact Us

Tel. 051 634 1329
E-mail: gariep@gariepfinplan.co.za

Address:
78 Smith Street
Aliwal North
9750

www.gariepfinplan.co.za

Copyright Gariep Financial Planners. All Rights Reserved. Website by Get Noticed.
  • Home
  • Who are we?
  • Services
    • Financial Planning
    • Medical Aid Consultants
    • Estate Planning
    • Wills and Trusts
    • Life Insurance
    • Money Market vs Income Fund
    • Why a Retirement Annuity?
    • Short Term Insurance
    • Investments
    • Product Contracts
  • Compliance
    • FAIS
    • FICA
    • Terms & Conditions
  • Claims & Requests
  • Contact