8/12/2019 FNB Application English Basic
1/2
Trust Services
Your Instruction to Draft a Will
Please send completed application form to
[email protected] or contact us on 087 736 3555 for
assistance.
V2 24.09.13
FNB Trust Services (Pty) Limited Registration Number
1986/003488/07 - A member of FirstRand Holdings Limited. An
Authorised Financial Services Provider.
About you - We need you to provide us with a few basic details
to complete your Will.
Full Name Surname
Identity Number
Postal Address
Code
Contact Number
Full Names of Spouse Surname of Spouse (if different from
yours)
Marital Status
Single COP ANC ANC with Accrual Divorced Widow/er SameSex Union
Life Partner
Children - Please provide details of your children, to ensure
that your Will reflects your current family situation.
Name Surname
Gender DOB
Name Surname
Gender DOB
Name Surname
Gender DOB
At which age should the testamentary trust for minors
terminate?: 18 21 25 or other
Please note that provision for a testamentary trust Will be
included in all Wills to ensure the inheritance of minor
benficiaries are protected.
Do you wish to make arrangements for Guardians in your Will?A
Guardian is the person that will be responsible for your children
after your death.
Yes No
If yes, please provide:
Name of Guardian Surname of Guardian
Relationship
Total value of all assets (including life assurance payable to
your estate) R
Total value of all liabilities (bonds, credit facilities etc.)
R
About your assets - This is where you give us an indication of
the total value of your assets and liabilities.
8/12/2019 FNB Application English Basic
2/2V2 24.09.13
1. Would you like to leave your entire estate to your surviving
spouse and in the event of his or her death, then everything to
your
child/children in equal share?
Yes No
if No,
2. Would you like to make a special bequest to anyone
specific?
(A special bequest is a specific item/s, asset or cash amount
that you would like to leave to someone specifically that does not
inherit the rest of your estate.
An alternative heir is the person that will inherit the special
bequest should the original heir pre-decease you.)
Your Will specifications - This is where you specify who
inherits what.
Terms and Conditions
- Please note that this document is not a valid Will but an
instruction from you directed to FNB Trust Services to draft your
Will.
- FNB Trust Services will draft your Will according to your
instructions or contact you directly on the number provided should
we need to clarify any
specific part of your Will instruction.
- Your new Will will be e-mailed to your e-mail address provided
in this document.
3. Who should inherit the rest of your assets.
Include the name and relationship of the person or people that
you would like to leave the rest of your estate. Ensure that the
total percentage adds up to 100%.
4. Executor and Trustee.
All Wills will be drafted with FNB Trust Services as executor
and trustee. The nomination of a co-executor or co-trustee is
optional.
Co-Executor (optional)
Co-Trustee (optional)
Asset or cash amount Name & Relationship of person that
should receive the special bequest Alternate heir, if required
e.g. R10 000 cash e.g. Bronwyn Jane, Sister
Name and Relationship of heir Percentage Alternate heir
e.g. My wife Sue Smith e.g. 100% e.g. all my children in equal
share
