Documentation for settlements

The executor needs certain documents of the deceased to expedite the administration process. If certain documents cannot be traced, such as title deeds of fixed property or share certificates, the executor will be compelled to obtain duplicate documents thereof at the expense of the estate, which will also involve a delay.

Documents normally required are, inter alia, the following:

• Last signed original will (or particulars of where it may be obtained)

• Identity document of the deceased

• Death certificate

• Marriage certificate

• Antenuptial contract (if applicable)

• Name and date of death of any predeceased spouse (if applicable)

• Divorce order and deed of settlement (if applicable)

• Copies of identity documents of all heirs

• Copies of marriage certificates of all heirs

• Postal addresses and contact particulars of all heirs. 

• Name and address of deceased's employer, stating the staff number

• Pension number, name and address of pension fund

• Membership number, name and address of medical fund

• Income tax reference number and office where registered

• VAT registration number (if applicable)

• Title deeds/Sectional title deeds/Timeshare certificates or particulars where obtainable

• Lease contracts

• Firearm licences

• Vehicle registration certificates

• Share certificates or name of institution where portfolio is managed or electronically kept in custody

• Unit trust certificates/notices

• Any other investment certificates

• Last cheque book and bank statement
  

• Mortgage bonds

• Promissory notes in respect of loans owed to the estate

• Credit cards and any other bank cards

• Life insurance policies, or full particulars

• Short-term insurance policies, or full particulars

• Particulars of safety deposit boxes at any bank

• Partnership agreements, purchase and sell agreements and latest financial statements in respect of any business being operated (if applicable)

• Any Deed of Sale in which the deceased had an interest

• All debts (or particulars thereof) owed by the deceased.

• Other documents and information of interest to the executor.