Death and the preparing

 
I just received an email regarding what needs to be done should someone in your family die.
 
You never really think about this much when alive, so a suggestion would be to create a place of safekeeping where you could keep as much of the information pertaining to the following list as possible...thereby making things happen much smoother for your dependants should you die:
 
DOCUMENTS AND INFORMATION REQUIRED BY AN EXECUTOR
(with thanks to Estate Planning Essentials newsletter of the 7th of April 2009- Tiny Carroll and Daleen Harris).
 
1
Original Death Certificate and BI- 1663 Notification of Death Form
  
2
Identity Documents of deceased
 
3
Name, address of employer and salary number of deceased
 
4
Details of Pension Fund
 
5
Name, address and reference number of Medical Aid Society
 
6
Income tax details (including details of accountants)
 
7.a
Name, address and telephone number of deceased's usual doctor
 
7.b
Name, telephone number and case numbers from Police Station should the deceased
have died of unnatural causes (e.g. motor
Vehicle accident, suicide,etc.)
 
8
Partnership agreement and name, address of partners
 
9.a
Particulars of Close Corporation or Business
 
9.b
Name and number of Auditor/ Accounting Officer
 
10
Details of divorced and predeceased spouses
 
11
Ante nuptial contracts, divorce agreements and maintenance agreements
 
12.a
Title deed in respectof fixed property
 
12.b
Rates and taxes account and / or details of Body Corporate or the Managing Agents
 
13
Original registration certificates in respect of motor vehicles
 
14
Firearms - to be handed to the Executor for safekeeping
 
15
Certificates/ details in respect of timeshare
 
16
Share Certificates (stock exchange or private companies)
 
17
Hire and letting contracts
 
18
Cheque books, investment statements, credit cards, ATM cards
 
19
Insurance Policies - whether payable to the estate or to a third party
 
20
Details of short term insurance (motor vehicle, contents of house, etc.)
 
21
Accounts owing by the deceased
 
22
Copies of Identity Documents of beneficiaries and marriage details
 
23
Copies of birth certificates if minor beneficiaries
 
 
 Kenny Williamson
www.businessowner-cover.com

 

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