YOUR REF:

OUR REF: CL SCHUTTE / LS

Date: 16 January 2026

Good day,

Please bring the following upon your first visit:

1. Original Identity Document (ID) of the deceased
2. Two certified copies and two copies not certified of the Identity Document (ID) of the spouse
3. Original Death certificate
4. Original Marriage certificate of the deceased (if married at the time of death)
5. Original Antenuptial contract of the deceased
6. Last Will and Testament
7. Full names and identity numbers of all the children of the deceased
8. Copies of IDs and Marriage Certificates of all heirs, postal and email addresses, and telephone numbers
9. Certified copies of Birth Certificate(s) of minor heir(s)
10. Particulars of pre-deceased / divorced spouses of the deceased
11. Original Divorce Order and Settlement Agreement of deceased
12. Name and address of employer and employee-number of deceased
13. Income Tax (SARS) details (number and office), copy of last assessment and name of Bookkeeper / Auditor / Tax Consultant
14. Medical Aid name, address, and membership number
15. Pension fund, name, address, and reference number
16. Name, address, and telephone number of deceased's doctor
17. In the event of unnatural death, full details in this regard
18. Hiring and letting contracts
19. Short-term insurance policies
20. Original Title Deed / Sectional Title Deed / Certificate of Mineral Rights / Trust Deed(s)
21. Details of Bondholder(s), account number(s) and amount(s)
22. Particulars of furniture and household effects and farming equipment, if applicable (Estimated second hand value)
23. Fire-arm licence(s)
24. Original registration documents of motor vehicles
25. Original share certificates / share account numbers of shares registered on the stock exchange
26. Particulars of person / companies owing money to the deceased
27. Original Life policies and investment policies, if available
28. Original share certificate in respect of shares held in private companies
29. Particulars of livestock
30. Particulars of favourable bonds held by the deceased
31. Details of Saving / Current account(s), Investments, Unit Trusts, Portfolios and Participation Bonds
32. Information regarding any interest in a business and particulars of accountant, Partner(s) / Co-member(s) / Co-director(s) / Trustees
33. Particulars / documentation regarding membership of Co-operations / Buying Aids etc
34. Particulars of Time Share, share certificate, correspondence etc
35. Funeral account and receipt
36. All accounts payable by deceased / estate including any maintenance claims
37. Copies of Municipal / Eskom / Levy accounts as well as telephone / cellular phone accounts
38. TV licence
39. Particulars / documentation regarding Usufruct / Fiduciary rights held by the deceased

Kind regards

LINKY SCHUTTE ATTORNEYS
PER: L SCHUTTE
linky.schutte@schuttelaw.co.za