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Create your own estate inventory. Adapt the 'to-do-when-I-die-list' to your specific needs. 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 in the event of your death, (e.g. the funeral, children, pets, bills, etc). It will help others handle your affairs the way you would like things to be done.
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. Please note: This document is not a will. It is full of all the useful details that are often not included in a will.
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 match your specific requirements.
| DOWNLOAD - 'To-do-when-I-die' List |
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PRINT - 'To-do-when-I-die' List
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| to save it as an editable word template |
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to open a printable pdf version - to print it as it is
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VIEW The 'To-do-when-I-die' List below:
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: |
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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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To do When I Die
