This document is an application form for FNB Trust Services to draft a will. It requests basic information about the applicant such as name, contact details, marital status, children and their details. It asks about guardians, total asset and liability values, inheritance instructions and appointment of an executor. The applicant provides details on who should inherit their estate, whether in full or in part, including any special bequests. FNB Trust Services will use this information to draft the will according to the applicant's instructions.
This document is an application form for FNB Trust Services to draft a will. It requests basic information about the applicant such as name, contact details, marital status, children and their details. It asks about guardians, total asset and liability values, inheritance instructions and appointment of an executor. The applicant provides details on who should inherit their estate, whether in full or in part, including any special bequests. FNB Trust Services will use this information to draft the will according to the applicant's instructions.
This document is an application form for FNB Trust Services to draft a will. It requests basic information about the applicant such as name, contact details, marital status, children and their details. It asks about guardians, total asset and liability values, inheritance instructions and appointment of an executor. The applicant provides details on who should inherit their estate, whether in full or in part, including any special bequests. FNB Trust Services will use this information to draft the will according to the applicant's instructions.
This document is an application form for FNB Trust Services to draft a will. It requests basic information about the applicant such as name, contact details, marital status, children and their details. It asks about guardians, total asset and liability values, inheritance instructions and appointment of an executor. The applicant provides details on who should inherit their estate, whether in full or in part, including any special bequests. FNB Trust Services will use this information to draft the will according to the applicant's instructions.
Please send completed application form to [email protected] or contact us on 087 736 3555 for assistance. V2 24.09.13 FNB Trust Services (Pty) Limited Registration Number 1986/003488/07 - A member of FirstRand Holdings Limited. An Authorised Financial Services Provider. About you - We need you to provide us with a few basic details to complete your Will. Full Name Surname Identity Number Postal Address Code Contact Number Full Names of Spouse Surname of Spouse (if different from yours) Marital Status Single COP ANC ANC with Accrual Divorced Widow/er SameSex Union Life Partner Children - Please provide details of your children, to ensure that your Will reflects your current family situation. Name Surname Gender DOB Name Surname Gender DOB Name Surname Gender DOB At which age should the testamentary trust for minors terminate?: 18 21 25 or other Please note that provision for a testamentary trust Will be included in all Wills to ensure the inheritance of minor benficiaries are protected. Do you wish to make arrangements for Guardians in your Will? A Guardian is the person that will be responsible for your children after your death. Yes No If yes, please provide: Name of Guardian Surname of Guardian Relationship Total value of all assets (including life assurance payable to your estate) R Total value of all liabilities (bonds, credit facilities etc.) R About your assets - This is where you give us an indication of the total value of your assets and liabilities. V2 24.09.13 1. Would you like to leave your entire estate to your surviving spouse and in the event of his or her death, then everything to your child/children in equal share? Yes No if No, 2. Would you like to make a special bequest to anyone specific? (A special bequest is a specific item/s, asset or cash amount that you would like to leave to someone specifically that does not inherit the rest of your estate. An alternative heir is the person that will inherit the special bequest should the original heir pre-decease you.) Your Will specifications - This is where you specify who inherits what. Terms and Conditions - Please note that this document is not a valid Will but an instruction from you directed to FNB Trust Services to draft your Will. - FNB Trust Services will draft your Will according to your instructions or contact you directly on the number provided should we need to clarify any specific part of your Will instruction. - Your new Will will be e-mailed to your e-mail address provided in this document. 3. Who should inherit the rest of your assets. Include the name and relationship of the person or people that you would like to leave the rest of your estate. Ensure that the total percentage adds up to 100%.
4. Executor and Trustee. All Wills will be drafted with FNB Trust Services as executor and trustee. The nomination of a co-executor or co-trustee is optional.
Co-Executor (optional) Co-Trustee (optional) Asset or cash amount Name & Relationship of person that should receive the special bequest Alternate heir, if required e.g. R10 000 cash e.g. Bronwyn Jane, Sister Name and Relationship of heir Percentage Alternate heir e.g. My wife Sue Smith e.g. 100% e.g. all my children in equal share