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At death
- When the testator dies of natural causes outside a hospital,
phone your doctor. If the testator has died of unnatural causes, phone
the SA Police Services.
- Notify the appointed executor. Also establish if there are
possibly special instructions for the funeral in the will and if the
deceased had a funeral policy.
- Phone the undertaker. He or she will arrange all funeral
matters and help with a funeral policy claim.
- Notify the deceased's employer/pension fund.
- Collect all the deceased's documents and make an appointment with
the appointed executor, adviser or broker for the reporting of the
deceased estate.
- Give the executor your full co-operation and take him or her
into your confidence. Discuss your immediate cash needs with the
executor.
- Don't take hasty investment decisions before the estate has
been finalised. Consult with the executor of the estate on such and
other decisions.
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