Page 61 - Profmark_Estate_Planning_Guide_2025

n Sources of income
u Loan agreements /Acknowledgement of debt
u Salary details
u Group life, pension or provident fund details
u Profit sharing arrangements
n Details of insurance
u Buy and Sell insurance policy and agreement (if applicable)
u Accident insurance (if applicable)
u All policies of insurance including life insurance and short term
insurance- policy name, type and number (portfolio statement)
u Name, address and telephone number of insurance agent
n Medical aid
n Income tax
u Income tax number and location of previous assessments
u Documents for the current year of assessment
u Capital gains tax valuations
u Name, address and telephone number of accountant or tax practitioner
n Investments
u List of securities or shares held, name on certificate, its number, location
and number of shares held
n Motor vehicle
u Where to find car registration and other papers
u If subject to finance, then details of finance agreement
n House
u Title deed if house is unencumbered (otherwise bondholder will hold the
title deed)
u Bond holder – name of institution and bond account number
u Lease agreement – if renting
n Other assets
u Timeshare certificates
u Loan account in an inter vivos trust
u Acknowledgement of debt in estate planner’s favour
u Details of any usufruct or fideicommissum interest

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