Nedbank Financial Planner

 Please note: 

  • Wills drafting and reviews are provided free of charge.
  • Executor’s remuneration is charged at the statutory tariff applicable at the time of death.
  • Nedgroup Trust (Pty) Ltd reserves the right to outsource the administration of the estate and/or any trust created there in at its sole discretion.

Was this Wills application link forwarded to you by a Nedbank Financial Planner?

Planner details

Personal information

Identification

Gender

Spouse Details

Do you wish to provide details of your spouse/partner?

Spouse identification

Gender

Residential address

Postal address

We regrettably cannot proceed with your Will application because you are below the  legislated age of making a Wills. Return to  home page

Document preference

What language would you like the Will drafted in?

What size font would you like on the Will?

Assets details

Please capture your assets in the relevant fields (At least one field must be completed)

Guardian

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The biological parents are the natural guardians of a minor child, a minor child is a child below the age of 18 years. You may nominate a person to act as guardian in the absence of both biological parents.

Do you want a guardian?

Trust

Do you want a Trust?

Trustee

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A trustee is a person or institution responsible for administering the trust to protect the interests on behalf of your beneficiaries nominated in your Will. It is advisable to nominate a reputable institution such as Nedgroup Trust as trustee. Nedgroup Trust reserves the right to either accept or renounce its nomination as trustee. Nedgroup Trust does not accept trusteeship subject to certain terms and conditions.

Will Nedgroup Trust (Pty) Ltd be the trustee of your estate?

Please provide full names and identification by way of ID/Passport number or Relationship

Note: ID/Passport or Relationship can be used to identify the Trustee

Trustee identification

Wishes

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This relates to your wishes in respect of burial or cremation of your bodily remains after death. These wishes need to be to the knowledge of your relatives and does not form part of the executor’s duties.

Do you have any funeral wishes?

Do you wish to be cremated or buried?

Executor

Read more:

An executor is a person or institution responsible for the administration of your estate in terms of the Administration of Estates Act and the provisions contained in your Will after your death. It is advisable to nominate a reputable institution such as Nedgroup Trust as executor. Nedgroup Trust reserves the right to either accept or renounce its nomination as executor. Nedgroup Trust does not accept executorship subject to certain terms and conditions.

Will Nedgroup Trust (Pty) Ltd be the executor of your estate?

 Please note: 

  • Fees are applicable for Wills drafting and subsequent reviews.
  • The executor is entitled to remuneration in accordance with the statutory tariff.

Please provide full names and identification by way of ID/Passport number or Relationship

Note: ID/Passport or Relationship can be used to identify the Executor

Executor identification

 Notes: 

  • It is advisable to nominate a person who resides within South Africa.
  • The Master of the High Court will ordinarily require an executor who does not have the necessary qualifications or skill to be assisted by a professional agent such as an attorney, auditor, trust company or bank.

Payment

Read more:

Wills drafting is provided free of charge, provided that Nedgroup Trust is nominated as executor. Nedgroup Trust does not accept executorship subject to certain terms and conditions. Where an alternative executor is nominated a wills drafting or will review fee is charged.

Please complete your banking details for the debit order authorisation

Payment authorisation

I, hereby authorise Nedgroup Trust (Pty) Ltd to debit my account in the amount selected.

Please note that you cannot continue if you have not accepted the terms and conditions above.

Beneficiary options

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This indicates how your property will be divided amongst your beneficiaries, after payment of all claims against your estate and estate administration costs.

Please provide full names and surname of spouse

Should your spouse not survive you, then your child/ren will be your sole beneficiaries?

Please select if you would like to individually name your children or select them as a group

Please provide full names, surname and relationship

Group beneficiary details

Please provide full names, surname and relationship

Group beneficiary details

Please provide full names, surname, relationship and percentage

Group beneficiary details

Please provide full names and surname of person

Identification

Group beneficiary details

Please provide full names, surname, relationship and percentage

Group beneficiary details

Further drafting instruction

Commissioner of Oath

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A Commissioner of Oath is required to assist you to sign your will should you have a disability where you are unable to sign, for example, physical disability or blindness or where you are illiterate

Would you require a Commissioner of Oath to sign your Will?

Terms and conditions

Consent and Declaration

Nedbank may use a method of communication other than that preferred by me as well as my personal information to market its products to me, including electronic marketing and telesales, until I give an instruction to the contrary.

Privacy consent

  • I give my express consent to Nedgroup Trust (Pty) Ltd to process my personal information, as defined in relevant legislation, for purposes of providing fiduciary services ('the services') and, where necessary, to forward this information to third parties so that they may provide me with the services. I also consent to further processing of my personal information in accordance with the terms stated herein. 

Note: Nedgroup Trust (Pty) Ltd includes all its subsidiaries, associates, cessionaries, delegatees and successors in title.

'Processing' of personal information means any operation or activity or any set of operations, whether or not by automatic means, concerning personal information, including the collection, receipt, recording, organisation, collation, storage, updating or modification, retrieval, alteration, consultation or use of such information.

 

Confirmation

  • I warrant that I have fully and truthfully answered all questions and responded to requests for information and that I am are not aware of any other information that may be relevant. 
  • All consent provided in this document will survive any contractual relationship that I have with Nedgroup Trust (Pty) Ltd, unless I cancel this consent in writing.

Are you satisfied that all the relevant information has been captured?

Please note that you cannot continue if you have not accepted the terms and conditions. Return to  homepage