Page 61 - Nexia SAB&T Estate Planning Guide 2024

n A photocopy of the estate planner’s signature does not make a document a
legal original.
n The estate planner should never sign a copy, as this could legally qualify as a
“duplicate original”.
n To be extra safe, the estate planner should mark “copy” in ink on each page.
n The Master of the High Court may only accept copies of an original Last Will
and Testament if ordered to do so by the Court.
n Otherwise the Master will only accept the original Last Will and Testament or
a duplicate original.

Checklist of important estate planning documents for safekeeping
n The original Last Will and Testament
n Identity document
n Marriage certificate, and antenuptial contract (if applicable)
n Divorce and maintenance orders (if applicable)
n Copies of inter vivos trust deed(s) and Letters of Authority (if applicable)
n Banking accounts
u Every account should be listed indicating the name of the bank, account
number and name on the account
n Credit cards
u List all credit cards and account numbers and where they can be found
n Sources of income
u Loan agreements /Acknowledgement of debt
u Salary details
u Group life, pension or provident fund details
u Profit sharing arrangements
n Details of insurance
u Buy and Sell insurance policy and agreement (if applicable)
u Accident insurance (if applicable)
u All policies of insurance including life insurance and short term
insurance- policy name, type and number (portfolio statement)
u Name, address and telephone number of insurance agent
n Medical aid
n Income tax

59