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).
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1 |
Original Death Certificate and BI- 1663 Notification of Death Form |
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2 |
Identity Documents of deceased |
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3 |
Name, address of employer and salary number of deceased |
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4 |
Details of Pension Fund |
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5 |
Name, address and reference number of Medical Aid Society |
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6 |
Income tax details (including details of accountants) |
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7.a |
Name, address and telephone number of deceased's usual doctor |
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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.) |
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8 |
Partnership agreement and name, address of partners |
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9.a |
Particulars of Close Corporation or Business |
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9.b |
Name and number of Auditor/ Accounting Officer |
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10 |
Details of divorced and predeceased spouses |
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11 |
Ante nuptial contracts, divorce agreements and maintenance agreements |
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12.a |
Title deed in respectof fixed property |
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12.b |
Rates and taxes account and / or details of Body Corporate or the Managing Agents |
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13 |
Original registration certificates in respect of motor vehicles |
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14 |
Firearms - to be handed to the Executor for safekeeping |
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15 |
Certificates/ details in respect of timeshare |
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16 |
Share Certificates (stock exchange or private companies) |
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17 |
Hire and letting contracts |
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18 |
Cheque books, investment statements, credit cards, ATM cards |
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19 |
Insurance Policies - whether payable to the estate or to a third party |
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20 |
Details of short term insurance (motor vehicle, contents of house, etc.) |
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21 |
Accounts owing by the deceased |
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22 |
Copies of Identity Documents of beneficiaries and marriage details |
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23 |
Copies of birth certificates if minor beneficiaries |
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Kenny Williamson
www.businessowner-cover.com






I am George Rogers Clark. You have just become a prisoner of the Commonwealth of Virginia.
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Who knows when America's presidential election?
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Tomorrow I finish university!
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