ESTATE   PLANNING   QUESTIONNAIRE

Full Name I.D. Number Address Postal Address Postal Code Telephone E-mail Fax

Do you have a spouse? Yes No If so, enter your spouse's Name I.D. Number Previous Names Married in community of property?   Yes No Acrual system?   Yes No  (Only relevant if you answered "No" above) Do you have children?   Yes No

Do you wish to leave specific assets to specific people? Yes No If so, Specific Asset Legatee's Name

Recipients of Balance and Percentages (Omit spouse - as if spouse deceased.) After what age should asssets be transferred into the names of heirs who are presently minors? Public Benefit Organisation/s Do you want the residue (from which your spouse or P.B.O. will benefit) to be: Very large Large Intermediate Small Very small

Are you the beneficiary of a usufruct? Yes No Do you own a farm? Yes No Do you have foreign assets bequeathed through a foreign will? Yes No Do you have a life insurance policy? Yes No If so, Will the proceeds be paid into your estate? Otherwise, is the beneficiary your spouse?

Who do you wish to appoint as executor/s of your estate? First choice: Second choice: Third choice:

Do you wish the formulation of your will to be robust against any changes of the promulgated threshold and tax rate? Yes No (Strongly recomended.) Anything in Particular?

pHp by Simon