Resources

Resources

Managing a deceased estate can be an overwhelming process—especially when important paperwork is missing or scattered. To assist families and executors during this time, we’ve made a selection of practical deceased estate forms available for download. These documents are designed to help individuals get their affairs in order ahead of time, ensuring that when the time comes, the administration of their estate is as clear and efficient as possible.

Whether you're preparing a Life File, drafting a will, or completing other supporting forms, having these details documented and accessible can reduce stress, avoid delays, and support a smoother estate administration process.

Wills

Instruction to Draft a Will

An editable form to help you provide the details needed for drafting a will with legal support.

Basic Will

A basic will template with a checklist to guide you through the will drafting process step by step.

Deceased Estate Administration

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Description

Life File

A fillable PDF to store key info for estate planning—wills, bank details, policies—making deceased estate administration much simpler. 

J155 - Undertaking of Accepting of Master's Directions

This is what the Masters representative signs to confirm he/she accepts their nomination as Masters representative. (Only applicable to estates with a gross value below R250 000). 

J190 - Acceptance of Trust Executor

This is what the nominated executor signs to confirm his or her appointment as executor (Applicable to estates where the gross value of the estate is over R250 000). 

J192 - Next of Kin Affidavit

A sworn affidavit that must be signed in front of a commissioner of oaths to confirm who the heirs/next of kin of the deceased is. This is usually only required when there is no valid will in place and the estate must therefore be distributed in terms of the intestate succession Act. 

J243 - Inventory

An estimated list of assets of the deceased, which would include all immovable property, movable property as well as any claims in favour of the estate. 

J294 - Death Notice

This document is submitted to the Master to notify the Master of the death of the deceased. 

Nomination

This is used to nominate an executor/masters representative in estates where the deceased did not leave a valid will or where the deceased nominated an executor in his or her will but the nominated executor is unwilling or unable to take the nomination. .