INFO REQUIRED TO DRAFT YOUR WILL

Thank you for trusting Fairbridges Wertheim Becker to assist you with this important process. Completing this questionnaire will help save valuable time by gathering all the necessary information to draft your Will. Once you’ve filled it out, our team will be in touch with the next steps to ensure your estate planning is handled efficiently and in accordance with your wishes.

[if you want to bequeath a specific asset to a particular person, group or entity]. E.g. My motor vehicle to my daughter Julie Smith
[if you want to bequeath a specific amount of money to a particular person, group or entity] E.g. R100 000 to my son Robert Smith.
[after estate costs, liabilities, expenses, cash legacies and special bequests have been made, the balance of your estate remains, who is the residue to be awarded to?] E.g. my entire estate to my wife Carol Smith, failing her, I bequeath the reside of my estate as follows: 25% to my daughter Julie Smith; 25% to my son Robert Smith and 50% to my grandchild Jack Smith.
[if child inherits when younger than 18, the inheritance is to be paid into the Guardian's Fund]
(e.g. 18; 21; 23; 25; 30 years old)

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