Plandirek Deur FinansiŽle Adviseurs & Makelaars in RSA
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Testament

   Aansoek

Vereiste testament
 
Tipe testament
Taal van testament
 
Aansoeker se besonderhede:
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Persoonlike besonderhede
 
Titel
Van
Volle Name
Nooiensvan (ivt)
Huwelikstatus
Identiteitsnommer
Geboortedatum
Paspoortnommer (ivt)
Paspoort vervaldatum (ivt)
Nasionaliteit
E-posadres
Kontaknommers : Huis
Kontaknommers : Werk
Kontaknommers : Faks
Kontaknommers : Selfoon
Fisiese adres & Poskode
Posadres & Poskode
 
Gade en kinders
 
Is jy getroud
 
Voltooi gade se besonderhede:
 
Van
Nooiensvan
Volle name
Geslag
ID Nommer
 
Het jy kinders?
 
Voltooi kinders se besonderhede:
 
Volle Name Van Identiteitsnommer Geslag Verwant aan:
 
Bates
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Het jy Onroerende bates? ( vaste eiendom)
 
Besonderhede van onroerende bates:
 
Beskrywing: Waarde Skuld
R R
R R
R R
R R
R R
R R
R R
     
Het jy Roerende bates? (bv. persoonlike goed, voertuie, implimente,ens.)
 
Besonderhede van roerende bates:
 
Beskrywing: Waarde Skuld
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
     
Het jy Sakebelange?
 
Besonderhede van sakebelange:
 
Entiteit Leningsrekening % Belang Belange Waarde
R % R
R % R
R % R
R % R
 
Het jy Beleggings? (Dit is geld wat in rekeninge is by banke en/of ander instansie, bedrae belê of bedrae tot krediet gehou.)
 
Besonderhede van beleggings:
 
Instansie: Tipe belegging Waarde
R
R
R
R
     
Het jy versekering wat aan die boedel betaal? (polisse nie begunstig of gesedeer)
 
Besonderhede van versekering aan boedel:
 
Maatskappy: Polisnommer Waarde
R
R
R
R
     
Het jy versekering NIE aan die boedel betaal ? (bv. pensioen, polisse wat begustig of gesedeer is of groepversekering)
 
Besonderhede van versekering nie aan boedel betaalbaar:
 
Maatskappy: Polisnommer Begunstigde se naam Waarde
R
R
R
R
       
Is daar enige bates wat nie reeds genoem is nie ?
 
Besonderhede van ander bates:
 
Beskrywing: Waarde Skuld
R
R
R
R
R
     
 
Laste
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Het jy enige Laste?
 
Besonderhede van laste nie reeds genoem:
 
Beskrywing: Skuld
R
R
R
R
R
R
R
R
R
R
   
 
Begrafnisreëlings (Opsioneel)
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wat se begrafnis wil jy hê?
 
Besonderhede van erfgename
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Is jou gade jou enigste erfgenaam?
 
Dui aan watter bate moet aan wie vererf:
         
Bate wat vererf word Naam & Van aan wie Verwantskap ID/Geb.dat. Geslag
 
Aansoeker se gade se besonderhede indien gesamentlike testament:
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Gade se persoonlike besonderhede
 
Titel
Van
Volle Name
Nooiensvan (ivt)
Identiteitsnommer
Geboortedatum
Paspoortnommer (ivt)
Paspoort vervaldatum (ivt)
Nasionaliteit
E-posadres
Kontaknommers : Huis
Kontaknommers : Werk
Kontaknommers : Faks
Kontaknommers : Selfoon
 
Gade se Bates
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Het jou gade onroerende bates? ( vaste eiendom)
 
Besonderhede van gade se onroerende bates:
 
Beskrywing: Waarde Skuld
R R
R R
R R
R R
R R
R R
R R
     
Het jou gade Roerende bates? (bv. persoonlike goed, voertuie, implimente,ens.)
 
Besonderhede van gade se roerende bates:
 
Beskrywing: Waarde Skuld
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
R R
     
Het jou gade Sakebelange?
 
Besonderhede van gade se sakebelange:
 
Entiteit Leningsrekening % Belang Belange Waarde
R % R
R % R
R % R
R % R
 
Het jou gade Beleggings? (Dit is geld wat in rekeninge is by banke en/of ander instansie, bedrae belê of bedrae tot krediet gehou.)
 
Besonderhede van gade se beleggings:
 
Instansie: Tipe belegging Waarde
R
R
R
R
     
Het jou gade versekering wat aan boedel betaal? (polisse nie begunstig of gesedeer)
 
Besonderhede van gade se versekering aan boedel:
 
Maatskappy: Polisnommer Waarde
R
R
R
R
     
Het jou gade Versekering wat NIE aan boedel betaal? (Dit is polisse wat begunstig of gesedeer is, pensioen / aftree- fonds/ bewarings-fonds en annuïteite geld (enkel- bedrag en doods-dekking) of groep dekking)
 
Besonderhede van gade se versekering nie aan boedel betaalbaar:
 
Maatskappy: Polisnommer Begunstigde se naam Waarde
R
R
R
R
       
Is daar enige bates wat nie reeds genoem is nie ?
 
Besonderhede van gade se ander bates:
 
Beskrywing: Waarde Skuld
R
R
R
R
R
     
 
Gade se Laste
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Het jy enige Laste?
 
Besonderhede van gade se laste nie reeds genoem:
 
Beskrywing: Skuld
R
R
R
R
R
R
R
R
R
R
   
 
Begrafnisreëlings vir gade (Opsioneel)
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wat se begrafnis wil jou gade hê?
 
Besonderhede van gade se erfgename
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Is jy jou gade se enigste erfgenaam?
 
Dui aan watter bate van gade moet aan wie vererf:
         
Bate wat vererf word Naam & Van aan wie Verwantskap ID/Geb.dat. Geslag
 
Testament van langslewende en/of gelyktydige afsterwe van aansoeker en gade:
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wil jy/julle voorsiening maak in testament vir langslewende en/of gelyktydige afsterwe van aansoeker en gade?
   
Kind(ers) enigste erfgename?
 
Dui aan hoe die bates van die langslewende vererf moet word of vererf moet word as julle gelyktydig te sterwe kom:
         
Bate wat vererf word Naam & Van aan wie Verwantskap ID/Geb.dat. Geslag
 
Gesinsuitwissing
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wil jy/julle voorsiening maak vir gesinsuitwissing?
 
Dui aan watter bate aan wie vererf by gesinsuitwissing:
         
Bate wat vererf word Naam & Van aan wie Verwantskap ID/Geb.dat. Geslag
 
Testamentere trust
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Ouderdom waarop trust gestig vir minderjariges moet eindig?
Wie moet as trustee optree vir die trust?
 
Dui aan wie u as trustee wil aanstel:
 
Volle name en van Verwantskap Identiteitsnommer / Geboortedatum Geslag
 
Wil u 'n mede-trustee aanwys? (opsioneel)
 
Dui aan wie u as mede-trustee wil aanstel:
 
Volle name en van Verwantskap Identiteitsnommer / Geboortedatum Geslag
 
 
Voog
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wil u voogde aanwys?
 
Dui aan wie u as mede-trustee wil aanstel:
 
Volle name en van Verwantskap Identiteitsnommer / Geboortedatum Geslag
 
Eksekuteur
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
 
Wil u 'n mede-eksekuteur aanstel saam met Sanlam Trust?
 
Dui aan wie u as mede-eksekuteur wil aanstel:
 
Volle name en van Verwantskap Identiteitsnommer / Geboortedatum Geslag
 
Ander versoeke
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Ander opmerkings of inligting:
 
 
 
 
 
 
 

Testament > Aansoek

Indien jy wil hê dat 'n spesialis trust maatskappy jou testament moet opstel om te verseker dat die bewoording wetlik korrek is en uitvoerbaar sal wees kan jy voortgaan om die versoek vir 'n testament te voltooi. Jy sal gemoedsrus hê en die voordele geniet van: gespesialiseerde kennis en ervaring; gemoedsrus dat jou boedel behendig en professioneel hanteer sal word; die versekering van objektiewe advies het; jou boedel totale sekuriteit sal geniet deur interne beheer maatreëls; gesofistikeerde rekenaar stelsels top kwaliteit diens sal verseker; testament in veilige bewaring gehou sal word; en gratis hersiening van die testament in die toekoms. Voordat jy agter die aansoek vir 'n testament voltooi sal ons aanbeveel dat jy jou boedelberekeninge doen of 'n adviseur in jou dorp vind om jou by te staan om die berekeninge vir boedelbeplanning te doen om te verseker dat jou boedel uitvoerbaar en likied is.

Voltooi die vorm om vir 'n testament aansoek te doen:

Stel testament op aansoek Stel testament op aansoek Stel testament op aansoek Stel testament op aansoek Stel testament op aansoek Stel testament op aansoek Stel testament op aansoek Testament Aansoek Lewensversekering Pre- & Post Aftrede Tradisionele beleggings Besigheidsversekering Testament Korttermynversekering Mediese Skemas Gapingsdekking Huislening Finansiele adviseurs & makelaars Go to English website Inleiding Vrae en antwoorde Berekeninge Aansoek Kontak 'n Adviseur Aansoek