Page 62 - Nexia SAB&T Estate Planning Guide 2024

u Income tax number and location of previous assessments
u Documents for the current year of assessment
u Capital gains tax valuations
u Name, address and telephone number of accountant or tax practitioner
n Investments
u List of securities or shares held, name on certificate, its number, location
and number of shares held
n Motor vehicle
u Where to find car registration and other papers
u If subject to finance, then details of finance agreement
n House
u Title deed if house is unencumbered (otherwise bondholder will hold the
title deed)
u Bond holder – name of institution and bond account number
u Lease agreement – if renting
n Other assets
u Timeshare certificates
u Loan account in an inter vivos trust
u Acknowledgement of debt in estate planner’s favour
u Details of any usufruct or fideicommissum interest
n Liabilities
u A list of all liabilities
u List bank and branch details, account numbers and monthly payments
u Full names, addresses and telephone numbers of creditors
n The Living Will (if there is one)
n The estate planner should also take note of making provision for his social
media accounts – most social media platforms do have policies in place
regarding the profiles of users who may have passed away. The estate
planner should indicate his wishes regarding his social media accounts, to
his next-of-kin.

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