SNR Associates Inc. believes in helping our clients secure their legacies. That’s why we offer Last Will and Testament services, ensuring that your wishes are legally documented and your loved ones are provided for.

Will Application

Step 1 of 10

Step 1

Before we begin it is important that you are aware of the following:

It is important that you fill out each section correctly to provide us with an accurate description of your estate.

Important terms:

Testator: The person writing the will
Estate: All the collective assets held by a person
Executor: The person you nominate to administer your estate and distribute your assets
Heir: The beneficiary/ person you wish to bequeath an asset to
Residue: The remainder of your estate that includes assets not described in the will

The information you submit will be handled with confidentiality and in terms of the Protection of Personal Information (POPI) Act 4 of 2013. By submitting your information you agree to the collection of your information for the purposes outlined and agree to our POPI Act Policies.

Step 2 – Your Details

Applicant Name

Applicant Phone

Applicant Email Address

Applicant Identity Number

Applicant Date of Birth

Your address

Marital Status

Enter Type of Marriage

Step 3 – Immovable Properties

Do you have Immovable Properties?

Yes

How many properties do you have

Property One

Property 1 – Enter Address

Property Two

Property 2 – Enter Address

Property Three

Property 3 – Enter Address

Property Four

Property 4 – Enter Address

Property Five

Property 5 – Enter Address

Property Six

Property 6 – Enter Address

Step 4 – Moveable Properties

Select any Moveable Properties you possess

Bank Account

Bank Account Details

Bank Account Value

Investments

Investment Details

Investment Account Value

Policies

Policy Details

Policy Value

Shares Details

Shares Account Number

Shares Username

Jewellery

Jewellery Details

Vehicles

How many vehicles do you own?

Vehicle Model

Vehicle Registration

Vehicle Model

Vehicle Registration

Vehicle Model

Vehicle Registration

Vehicle Model

Vehicle Registration

Vehicle Model

Vehicle Registration

Vehicle Model

Vehicle Registration

Step 5 – Executor Information

Executor Name

Executor ID Number

Executor Contact Number

Executor Email Address

Executor Address

Step 6 – Guardian of Minor Children

Do you have any minor children?

Yes

Number of minor children

Child One

Minor Child 1 – Full Name

Minor Child 1 – ID Number

Minor Child 1 – Guardian Full Name

Minor Child 1 – Guardian ID Number

Minor Child 1 – Guardian Contact Number

Minor Child 1 – Guardian Email Address

Child Two

Minor Child 2 – Full Name

Minor Child 2 – ID Number

Minor Child 2 – Guardian Full Name

Minor Child 2 – Guardian ID Number

Minor Child 2 – Guardian Contact Number

Minor Child 2 – Guardian Email Address

Child Three

Minor Child 3 – Full Name

Minor Child 3 – ID Number

Minor Child 3 – Guardian Full Name

Minor Child 3 – Guardian ID Number

Minor Child 3 – Guardian Contact Number

Minor Child 3 – Guardian Email Address

Child Four

Minor Child 4 – Full Name

Minor Child 4 – ID Number

Minor Child 4 – Guardian Full Name

Minor Child 4 – Guardian ID Number

Minor Child 4 – Guardian Contact Number

Minor Child 4 – Guardian Email Address

Child Five

Minor Child 5 – Full Name

Minor Child 5 – ID Number

Minor Child 5 – Guardian Full Name

Minor Child 5 – Guardian ID Number

Minor Child 5 – Guardian Contact Number

Minor Child 5 – Guardian Email Address

Child Six

Minor Child 6 – Full Name

Minor Child 6 – ID Number

Minor Child 6 – Guardian Full Name

Minor Child 6 – Guardian ID Number

Minor Child 6 – Guardian Contact Number

Minor Child 6 – Guardian Email Address

Step 7 – Heir(s) Information

Number of Heirs

Heir One

Heir 1 – First Name

Heir 1 – Surname

Heir 1 – ID Number

Heir 1 – Inheritance details

Heir Two

Heir 2 – ID Number

Heir 2 – Surname

Heir 2 – First Name

Heir 2 – Inheritance details

Heir Three

Heir 3 – First Name

Heir 3 – Surname

Heir 3 – ID Number

Heir 3 – Inheritance details

Heir Four

Heir 4 – First Name

Heir 4 – Surname

Heir 4 – ID Number

Heir 4 – Inheritance details

Heir Five

Heir 5 – First Name

Heir 5 – Surname

Heir 5 – ID Number

Heir 5 – Inheritance details

Heir Six

Heir 6 – First Name

Heir 6 – Surname

Heir 6 – ID Number

Heir 6 – Inheritance details

Heir Seven

Heir 7 – First Name

Heir 7 – Surname

Heir 7 – ID Number

Heir 7 – Inheritance details

Heir Eight

Heir 8 – First Name

Heir 8 – Surname

Heir 8 – ID Number

Heir 8 – Inheritance details

Heir Nine

Heir 9 – First Name

Heir 9 – Surname

Heir 9 – ID Number

Heir 9 – Inheritance details

Heir Ten

Heir 10 – First Name

Heir 10 – Surname

Heir 10 – ID Number

Heir 10 – Inheritance details

Step 8 – Residue

Select residue

Residue to Spouse

Residue to be equally shared

Other

Residue Name

Residue ID Number

Step 9 – Trust

Do you require a Trust?

Yes

Step 10 – Final Wishes

Select departure

Burial

Cremation

Other

What type of departure would you like?

Testament

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October 16, 2023

Why is a Last Will and Testament important?

Why is a Last Will and Testament important? A Last Will and Testament is a…

Last Will and Testament

Will Application

Step 1

Step 2 – Your Details

Step 3 – Immovable Properties

Property One

Property Two

Property Three

Property Four

Property Five

Property Six

Step 4 – Moveable Properties

Bank Account

Investments

Policies

Shares

Jewellery

Vehicles

Step 5 – Executor Information

Step 6 – Guardian of Minor Children

Child One

Child Two

Child Three

Child Four

Child Five

Child Six

Step 7 – Heir(s) Information

Heir One

Heir Two

Heir Three

Heir Four

Heir Five

Heir Six

Heir Seven

Heir Eight

Heir Nine

Heir Ten

Step 8 – Residue

Step 9 – Trust

Step 10 – Final Wishes

Why is a Last Will and Testament important?

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+27 31 461 7378