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This document gives you the opportunity to list your responsibilities in order to communicate your needs to those who are most likely to take care of the arrangements, (e.g. the funeral, children, pets, bills, etc.) in the event of your death. It will help others handle your affairs in the way you would have them done.
Please note: This document is not a will. It is full of all the handy details that are often not included in a will. We recommend filling in a 'To do When I Die' list prior to drawing up your will, as it could help you to remember all the details you would like to name in your last will and testament.
Use the links below to print the document and fill it in as is, or 'download' and save it as a word document on your computer so that you can add and change it to meet your specific needs.
| DOWNLOAD - To Do When I Die List |
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PRINT - To Do When I Die List
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| to save an editable word version |
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to open a printable pdf version |
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To Do When I Die
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I am providing the following information to close friends and relatives to assist with the handling of my affairs in the event of my death.
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Personal Details
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| Essential friends, relatives, neighbours and colleagues to be contacted in the event of my death: |
| Name |
Relationship to me |
Contact Details: Tel / Email |
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| Where I have placed my will: |
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| Guardianship of my children: |
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| Funeral Details |
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| Preferred funeral arrangements: |
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| Requests regarding burial / cremation and scattering of ashes: |
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| Payment options for funeral: |
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| Burial scheme / Funeral Policy: |
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| Financial Details |
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| Employment / Sources of income details: |
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| Bank accounts, insurance, investments, policies, pension, unit trusts, loans, shares, off shore assets, etc. |
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| 1. Institution: |
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Account no: |
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| 2. Institution: |
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Account no: |
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| 3. Institution: |
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Account no: |
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| 4. Institution: |
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Account no: |
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| Type of Account: |
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| Contact details: |
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Accounts to be paid up and closed, e.g. Doctor, Dentist, pharmacy, credit card,
clothing & telephone accounts, DSTV, security service, car payments, etc. |
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| Account Details |
Account Number |
Contact Details: Tel / Email |
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| Ownership documents / H P / lease details for motor vehicles: |
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| Residential Property Details |
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| Erf number: |
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Deed in the name of: |
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If bonded the bank holds the deed, if not, state where the title deed is kept: |
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| Bond / Life Insurance |
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| Details of Rates & Taxes Account / Body Corporate / Managing Agents: |
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| Details of other properties: |
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| Erf number: |
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Deed in the name of: |
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If bonded the bank holds the deed, if not, state where the title deed is kept: |
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| Bond / Life Insurance |
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| Details of Rates & Taxes Account / Body Corporate / Managing Agents: |
Details of Timeshare: |
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| Medical Aid |
| Name of medical aid: |
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Tel: |
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| Details of executor: (individual or institution nominated to carry out the terms of one’s will) |
| Name of person or institution: |
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| If person - state ID number: |
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| If institution - Account / Ref no: |
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| Details of Administrators of Trust: |
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| Domestic employee's details, contract, UIF, etc. |
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| Details of firearms, locations of licences and access to safe: |
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| Other items that have not been mentioned in this list, e.g. where the gold is buried, details of CC or partnership agreements, ante nuptial contracts, divorce agreements, hiring or letting contracts, safe keys / combinations, passwords for computer, etc. |
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| Thank you for taking care of everything. |
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Quotes
“Across the years I will walk with you - in deep green forests, on shores of sand and when our time on earth is through, in heaven too, you will have my hand!” Robert Sexton
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To do when I die
