ucm_307917

The executor needs specific documents of the deceased to speed up the administration process. If certain documents, such as title deeds of fixed property or share certificates, cannot be traced, the executor must obtain duplicate documents at the expense of the estate, which may create a delay.

The types of documents normally required include:

  • Last signed original will (or particulars of where it can be found)
  • Deceased’s identity document
  • Death certificate
  • Marriage certificate
  • Antenuptial contract (if applicable)
  • Name and date of death of any predeceased spouse (if applicable)
  • Divorce order and deed of settlement (if applicable)
  • Copies of identity documents of all heirs
  • Copies of marriage certificates of all heirs
  • Postal addresses and contact particulars of all heirs
  • Name and address of deceased’s employer
  • Deceased’s employee number
  • Pension number, name and address of pension fund
  • Membership number, name and address of medical fund
  • Income tax reference number and office where registered
  • VAT registration number (if applicable)
  • Title deeds/Sectional title deeds/Timeshare certificates or particulars where obtainable
  • Lease contracts
  • Firearm licences
  • Vehicle registration certificates
  • Share certificates or name of institution where portfolio is managed or electronically kept in custody
  • Unit trust certificates/notices
  • Any other investment certificates
  • Last cheque book and bank statement
  • Mortgage bonds
  • Promissory notes in respect of loans owed to the estate
  • Credit cards and any other bank cards
  • Life insurance policies, or full particulars
  • Short-term insurance policies, or full particulars
  • Details of safety deposit boxes at any banks
  • Partnership agreements, purchase and sell agreements and latest financial statements in respect of any business being operated (if applicable)
  • Deeds of sale in which the deceased had an interest
  • Details of all debts owed by the deceased
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