Trustees for the Future (Pty) Ltd

Trustees for the Future (Pty) Ltd

Architecting legacies and protecting them passionately.
Please ensure that you have the following documents in digital format before you proceed with the application process (acceptable file formats: pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, jpg, jpeg, png):
1. Your ID document or smart card ID
2. ID document(s) of the child(ren) or heirs (where applicable)
3. Nominated trustee's ID document (where applicable)
4. Proof of address (for yourself and spouse where applicable)
5. Proof of bank account
6. Income tax number
7. Provide your tax clearance certificate
8. Marriage certificate (where applicable)
9. Ante-nuptial contract (where applicable)
10. Divorce order (where applicable)
11. Death certificate (where applicable)
12. ID document(s) of nominated guardian(s) (where applicable)
13. Trust Deed and Letter of Authority (where applicable)
14. Policy Schedule (where applicable)
15. Company registration documents (where applicable)
These documents will be required during the application process.
Financial Advisor

First NameLast Name
Financial Advisor's Cellphone Number

Country CodePhone Number
Select Will Type*
Upload Clientele Electronic Application Forms*

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How much will it cost?

X
Planning of simple Will without consultation and without testamentary trust

R650.00

Planning of complicated Will/or testamentary trust without consultation

R950.00

Planning of simple Will with a consultation with Fiduciary Specialist and without testamentary trust

R1200.00

Planning of complicated Will/or testamentary trust with a consultation with Fiduciary Specialist

R1500.00

Planning of complicated Will with a consultation with Fiduciary Specialist and liquidity calculation and/or recommendation on policy beneficiaries/-owners

R2000.00 to R3000.00
Who will be invoiced for this Service?*
Full names and surname
Client Information
Your Full Names*

TitleFirst NameMiddle NameSurname
Identity Number*
ID Number
Upload your Identity Document*

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Upload: Proof of Income Tax Number ( Notice of Registration )*

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Upload: Tax Clearance Certificate*

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Occupation*
Your Occupation
Email*
example@example.com
Cellphone Number*
Your Mobile Number
Landline Number

Area CodePhone Number
Physical Address*

Street Address

Street Address Line 2

CityProvince

Postal CodeCountry
Proof of Address*

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Is your postal address same as your physical address?

YesNo
Postal Address

PO Box/Private Bag Number

Address Line 2

CityProvince

Zip Code
Marital Status*
Marital Regime*

In community of propertyOut of community of property
Date of Marriage

MonthDayYear
Date of Marriage
Upload your marriage certificate*

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Marriage Certificate Cancelof
Ante-nuptial Contract*

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Ante-nuptial Contract Cancelof
Previously Married?

YesNo
Details of Attorney
Details of Accountant
Your Spouse Full Names*

TitleFirst NameMiddle NameLast Name
Your Spouse Identity Number*
Your Spouse ID Number
Spouse Identity Document*

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Your Spouse Occupation*
Your Spouse Occupation
Your Spouse Email*
example@example.com
Your Spouse Cellphone Number*
Your Spouse Cellphone Number
Your Spouse Landline Number

Area CodePhone Number
Is your spouse physical address same as yours?

YesNo
Your Spouse Physical Address*

Street Address

Street Address Line 2

CityState

Zip Code
Spouse proof of address*

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Is your spouse's postal address same as physical address?

YesNo
Your Spouse Postal Address

PO Box/Private Bag Number

Address Line 2

CityState

Zip Code
Terms & Conditions of Settlement*
Divorce Order*

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Upload divorce order Cancelof
Death Certificate*

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Upload death certificate of your spouse Cancelof
Do you have children in your marriage or relationship?

YesNo

Is/are the child(ren) minor?

YesNo
Guardian Details

TitleFirst NameMiddle NameLast Name
ID Document of Nominated Guardian

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Upload ID document of guardian Cancelof
Do you have an Existing Inter Vivos Trust?*

YesNo
Does your TRUST need a service?
X
Does your TRUST need a service?

Please see an article named – “A quick self-help test to establish whether the Deed of your trust needs an amendment”, see below highlights in the article.

Check the DEFINITIONS of INCOME- and CAPITAL BENEFICIARIES

Check the contents of the clause in the Deed pertaining to CREATION OF FURTHER TRUSTS or ROLL-OVER TRUSTS

Check the contents of your trust deed for any clause named TESTAMENTARY RESERVATION

Check the wording of the clause in your trust deed pertaining to AMENDMENT OF TRUST or AMENDMENT OF TRUST DEED

Check the wording of your trust deed for any LIMITATIONS ON BENEFITS DISTRIBUTED

By uploading this document, we will do a basic check on the Trust Deed to ensure it is ready and suitable to receive an inheritance.
Trust Deed*

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Upload your trust deed Cancelof
Letter of Authority*

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Upload your letter of authority Cancelof
Your Nominated Trustee

TitleFirst NameMiddle NameSurname
Trustee's ID Document*

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Upload your trustee's ID document Cancelof
Additional Documents Required
Upload: Proof of Bank Account

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Assets and Liabilities

Fixed property (primary residence, vacation house, stand)
Will this be a Joint Will?

YesNo
Upload detailed FNA/Detailed Assets and Liabilities list

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Your list of Assets and Liabilities (Immovable Property)
Your list of Assets and Liabilities (Movable Property)
Your Spouse list of Assets and Liabilities (Immovable Property)
Your Spouse list of Assets and Liabilities (Movable Property)
Is there any usufruct/limited right registered over above mentioned property(ies)?

YesNo

Business Interests
Do you have any business interests?

YesNo

List Your Business Interests

	Entity 1	Entity 2	Entity 3	Entity 4	Entity 5
Name of Business
Type of Entity (Company, CC etc)
Registration Number
Your % Share/Interest
Purpose of Entity
Value of Entity (total asset value)
Loan Accounts (Owed to you by entity - Amount)
Loan Accounts (Owed to entity by you - Amount)
Debt or Suretyship (Amount and details)
At death, will the entity be sold? (Yes/No)
If not sold, who will inherit?
If not sold, who takes over management?

Does your spouse have any business interests?

YesNo

Your Spouse Business Interests

	Entity 1	Entity 2	Entity 3	Entity 4	Entity 5
Name of Business
Type of Entity (Company, CC etc)
Registration Number
Your % Share/Interest
Purpose of Entity
Value of Entity (total asset value)
Loan Accounts (Owed to you by entity - Amount)
Loan Accounts (Owed to entity by you - Amount)
Debt or Suretyship (Amount and details)
At death, will the entity be sold? (Yes/No)
If not sold, who will inherit?
If not sold, who takes over management?

Browse or drag and drop all business documents here for yourself and your spouse (if applicable for spouse)

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Offshore Assets
Do you have any offshore assets?

YesNo
List of Offshore Assets*
Upload Policy Schedule*

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Policy Schedule Cancelof

Will Request
Appointment of Executor
Nominate your Executor
Nominated Executor*

Bequest
Legacy - APPLICANT (Something that you specify, for example "I bequeath my vehicle to my son.")
Upload old Will - Legacy

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Residue - APPLICANT (Everything you own except for the legacy bequests you specified)
Upload old Will - Residue

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Legacy - SPOUSE (Something that you specify, for example "I bequeath my vehicle to my son.")
Residue - SPOUSE (Everything you own except for the legacy bequests you specified)
Testamentary Trust for Minor or Family Member

YesNo
Name of Trust
Nomination of Trustees
Upload Trustees Identity Document(s)*

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Any other special notes about the heirs
Upload ID's of Heirs*

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Should be Empty:

	Child First & Middle Name	Child Surname	Child ID Number	Child Gender	Special Needs?	Born from previous marriage or relationship?	Adopted?
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6
Child 7
Child 8
Child 9
Child 10

Trustees for the Future (Pty) Ltd

Planning of simple Will without consultation and without testamentary trust

Planning of complicated Will/or testamentary trust without consultation

Planning of simple Will with a consultation with Fiduciary Specialist and without testamentary trust

Planning of complicated Will/or testamentary trust with a consultation with Fiduciary Specialist

Planning of complicated Will with a consultation with Fiduciary Specialist and liquidity calculation and/or recommendation on policy beneficiaries/-owners

Client Information

Does your TRUST need a service?

Please see an article named – “A quick self-help test to establish whether the Deed of your trust needs an amendment”, see below highlights in the article.

Additional Documents Required

Assets and Liabilities

Business Interests

Offshore Assets

Will Request

Appointment of Executor

Bequest