Vision Will Division.

Too many people don’t consider the essential importance of writing a Will, assuming that everything they have earned will automatically be left to the ‘obvious’, intended beneficiaries when they pass away. But that’s not always the case.

    Section A: Client Details

    Full names:

    Smoking status:

    Identity number:

    Will language:

    Marital status & type:

    Contact number:

    Section B: Estate Values (I.E. To Estimate The Executor & Trustee Fees):

    Property(ies):

    Life cover (to Estate):

    Shares:

    Investments:

    Section C: Will Type And Percentage Inheritance Of The General Or Residue Estate

    Estate to Spouse, failing Spouse to:

    Estate to Child, or Children:

    Estate to other natural person(s) or a legal entity (i.e. Parents or Inter Vivos Trust)

    Section D: Special Bequests

    Section E: Last Wishes

    Burial Wish:
    [checkbox BurialWishCheckboxes label_first use_label_element "Cremated"
    "Buried"
    "Organ Donor"
    "Living Will"
    "Last wish(es)"]

    If you have any other wishes or special notes, please specify below in the space provided.

    Section F: Beneficiary Nominations (Only Complete Where Applicable & Specify Relationships Where Needed)

    Spouse

    Child

    Child

    Other

    Other

    Section G: Appointments (Only Complete Where Applicable)

    Testamentary Trust(s):
    Termination age of Trust:

    Trustee(s):

    Executor(s):

    Trustee

    Trustee

    Executor

    Section H: Other Notes

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