loader image
7
SAICA
SARS
CIPC
Trigon affiliate logos (1)
Trigon affiliate logos
8
7
SAICA
SARS
CIPC
Trigon affiliate logos (1)
Trigon affiliate logos
8
7
SAICA
SARS
CIPC
Trigon affiliate logos (1)
Trigon affiliate logos
8
7
SAICA
SARS
CIPC
Trigon affiliate logos (1)
Trigon affiliate logos
8

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

English
Afrikaans

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

English
Afrikaans

Questionnaire

Last Will & Testament Questionnaire

LAST WILL AND TESTAMENT
INSTRUCTION QUESTIONNAIRE

In order to assist us in the preparation of your Will we ask that you complete this form prior to making an appointment.  This allows us to tailor our appointment to your particular circumstances.  If you are unsure of particular sections of the form, or particular sections do not apply to your situation, leave them blank or make a note to discuss them during your appointment.

Step 1 of 9 - Page 1

0%
  • A Will is a legal document where you explain what you want done with your “Estate” when you die. Your Estate consists of everything you own If you die without a Will your Estate is distributed according to the Estate Administration Act; which may not be in accordance with your wishes. In order to assist us in the preparation of your Will we ask that you complete this form prior to making an appointment. This allows us to tailor our appointment to your particular circumstances. If you are unsure of particular sections of the form, or particular sections do not apply to your situation, leave them blank or make a note to discuss them during your appointment.

  • PART 1 – PERSONAL INFORMATION

    If “Yes” only one of these forms needs to be completed.

  • 1. INFORMATION ABOUT YOU

  • Date Format: MM slash DD slash YYYY

  • CONTACT INFORMATION:

Save and Continue Later
Terms & Conditions
Terms & Conditions