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

Do you want to claim? Send us a request:

Contact us

GARIEP BELEGGINGS EN FINANSIËLE BEPLANNERS BK - FSP: 15197

Gariep Financial Planners

78 Smith Street

Aliwal North

Eastern Cape | South Africa

Gariep Financial Planners, an Authorised Financial Services Provider with FSP No. 15197

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