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Will & Testament Client Form
Full Name and Surname of Testator / Testatrix:
Email Address:
Contact Number:
Income Tax Number:
Physical Address:
Identity Number:
Copy of ID or Passport:
Marital Status:
Please select one
Single
Married in Community of property
Married out of Community of property
Married out of Community of property with ANC
Life Partnership
Divorced
Widowed
Full Names of spouse *if applicable:
ID Number of spouse *if applicable:
Copy of ID of spouse *if applicable:
Nationality:
Movable Assets:
Furniture
Vehicles
Immovable Assets:
None
Property
List of Beneficiaries:
Nominated Executor:
Select your answer
Excall Legacy
Other
Copy of Previous Will:
Are you a Beneficiary or Trustee of Trust(s):
Select your answer
Yes
No
Burial Wishes:
Select your answer
Cremation
Burial
Other
Nominated Legal Guardian for Minor Children:
Additional Comments:
Application Date:
Status:
Select your answer
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Incomplete
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