First Steps & Resources

To ensure your consultation is as productive and efficient as possible, we have compiled a checklist of the initial documents typically required for estate administration.

Deceased Estate Checklist

  • › Death Certificate (Original or certified copy)
  • › South African ID Document of the deceased
  • › The deceased's Last Will and Testament
  • › Antenuptial Contract (if applicable)
  • › Marriage Certificate
  • › ID Documents of all surviving spouses and beneficiaries
  • › Title Deeds of any fixed property
  • › Motor vehicle registration documents
  • › Bank statements for all accounts
  • › Life insurance policies and pension fund details
  • › Recent utility bills (rates & electricity)
  • › Details of any outstanding debts or creditors

Important Note

Please do not hand over original documents until we have formally consulted and a Power of Attorney has been signed. For our first meeting, certified copies are perfectly acceptable.

Ready to schedule your consultation?

Once you have gathered these documents, contact us to begin the administrative process.

Request a Consultation