Online Will Questionnaire South Africa

Confidential Will and Estate-Planning Instructions

Plan Your Will With Care and Clarity

Complete the steps below to give Wessels & Smith the information required to review your circumstances and prepare an appropriate draft will. The form adapts to repeatable children, beneficiaries, bequests, assets, policies, business interests and liabilities.

This questionnaire is not a will. Completing, typing your name into or submitting this form does not sign, witness, execute or revoke a will. Wessels & Smith will review the information and contact you before any final document is prepared for proper execution.

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Step 1 of 18 About You

About the Testator

The testator or testatrix is the person whose will is to be prepared.

Full legal names * Surname * Previous names, aliases or maiden surname Preferred name South African ID or passport number Date of birth Country of birth Nationality / citizenship Country of ordinary residence Tax residence(s) Occupation / profession Employer / business name Preferred language Email address * Telephone / mobile number * WhatsApp number Preferred contact method Residential address Postal address, if different

Relationship and Marital Status

Marital and matrimonial property arrangements can affect estate planning.

Current status * Spouse or partner full names Spouse or partner ID / passport number Date and place of marriage / union Matrimonial property system Does your spouse or partner also require a will? Antenuptial contract details Previous marriages, divorce orders, settlement agreements, maintenance obligations or claims

Children and Dependants

Include biological and adopted children, children from prior relationships and anyone financially dependent on you.

Details of any child conceived but not yet born, child whose parentage may be disputed, or child omitted above Other persons who rely on you financially or personally Include elderly relatives, adult children, former partners, household members, employees or persons with disabilities whom you support.

Guardian and Care Instructions

Complete this step where a child or dependant may need a guardian or continuing care.

Preferred guardian full names Relationship to child or dependant ID / passport number Contact details Alternative guardian Alternative guardian contact Have the proposed guardians been consulted? Should siblings remain together? Care, residence, education, medical, cultural or religious preferences Any person who should not be considered as guardian and confidential reasons

Existing Will and Executor

The Master of the High Court formally appoints the executor nominated in a will.

Do you have an existing will or codicil? Date of latest will or codicil Where is the original kept? Who prepared it? Existing trusts, living wills, beneficiary nominations, succession plans or letters of wishes Preferred executor Relationship / capacity Executor ID / registration number Executor contact details Alternative executor Alternative executor contact

Consider Wessels & Smith for appointment Please advise me on an appropriate executor Consider exemption from furnishing security Permit professional agents, subject to drafting advice

Testamentary Trust

A testamentary trust may be appropriate for minors, vulnerable beneficiaries or staged inheritances.

Should the attorney consider a testamentary trust? Preferred age for final distribution Purpose of the trust Preferred trustee 1 Trustee 1 contact Preferred trustee 2 Trustee 2 contact Alternative trustee Alternative trustee contact Beneficiaries and distribution instructions Maintenance, education, medical, housing and other permitted uses

Beneficiaries

Nominate substitute beneficiaries wherever possible and ensure percentage allocations are clear.

Conditions, special needs, exclusions from community of property, or other instructions applying to beneficiaries

Indicate whether any beneficiary is

A minor Financially dependent Living outside South Africa A person with a disability or special need A charity or non-profit organisation A trust or company Insolvent or exposed to creditor risk Involved in a family dispute

Further beneficiary information, confidentiality concerns or intended unequal treatment

Specific Bequests and Residue

Describe each item precisely. The residue is everything remaining after debts, costs and specific gifts.

Who should receive the residue of the estate and in what percentages? Substitute distribution if a residuary beneficiary dies before you Should descendants inherit by representation? Minimum survival period or simultaneous-death preference

Assets

List material assets, including jointly owned, foreign and digital assets.

Insurance and Retirement Benefits

Some benefits may be controlled by nominations or legislation rather than the will.

Concerns about estate duty, capital gains tax, cash flow or forced sale of assets

Business, Trust, Mining and Foreign Interests

Include companies, partnerships, trusts, farms, mining rights and assets in other countries.

Foreign wills, advisers, jurisdictions or tax considerations

Liabilities, Obligations and Claims

Include personal and business debts, guarantees and potential claims.

Maintenance, support or contractual obligations Pending litigation, threatened claims, disputes or investigations

Digital Assets and Practical Wishes

Do not enter passwords in this form. State where secure access instructions are kept.

Digital assets, domains, websites, social media, cloud storage, wallets or valuable digital content Where access instructions or passwords are securely stored Sentimental items, records, photographs, collections or heirlooms General funeral preference Letter of wishes to be prepared separately? Funeral, memorial, ashes, burial place, organ donation or cultural preferences

Supporting Documents and Final Instruction Review

Confirm that the material information has been included before submission.

Please confirm that you have reviewed the following

All children and dependants are listed Primary and substitute beneficiaries are identified Residue percentages total 100%, where used All major assets and liabilities are disclosed Existing wills and trusts are disclosed Executor, guardian and trustee choices are complete Sensitive family or legal issues are disclosed Contact details are correct

Questions you want answered during the consultation Summary of your final instructions in your own words

Review, Declarations and Submission

Review the summary and confirm the declarations before submitting.

The information supplied is complete and accurate to the best of my knowledge. * I understand that this questionnaire is not a will and does not revoke an existing will. * I understand that Wessels & Smith may require further information and a consultation. * I consent to processing of the information for legal and estate-planning services. * I have authority to provide the personal information of other persons named in this form. * I will not sign a final will until advised that it is ready for proper execution. *

Full name confirming the above * Date *

Wills and Estate Planning Instruction Questionnaire Form

Download the form below and complete it. The form can be emailed to info@wessmith.co.za

English Form

Afrikaans Form

Will and Estate Planning Instruction Questionnaire