CAPITAL LEGACY Sample Will (completed) .pdf
Original filename: CAPITAL LEGACY Sample Will (completed).pdf
Title: CAPITAL LEGACY Sample Will
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086 199 0099
1st Floor, Wrigley Field, The Campus
57 Sloane Street, Bryanston, 2129
Private Bag X3, Bryanston, 2021
Capital Legacy Fiduciary Services (Pty) Ltd
Registration Number 1995/009487/07
Directors: C. Sonday; A. Simeonides; D. Nadesan
leave a legacy
Last Will and Testament of
Insert 13 Digit Identity Number
Insert Full Names
Bobby Junior Smith
_______________________________________), revoke all previous Wills, Codicils and other
testamentary dispositions previously made by me and declare this to be my Last Will.
BEQUESTS AND LEGACIES
I direct that any of my heir(s) or beneﬁciary(ies), as nominated by me herein, must survive me by thirty
(30) days or longer in order to inherit or beneﬁt from my estate.
2.2 I bequeath my estate as follows:
PERCENTAGE TO INHERIT
FULL NAMES OF PERSON TO INHERIT
In the absence of any other relevant clause contained herein, in the event that any of my beneﬁciary(ies)
or heir(s) predeceases me, then such beneﬁciary or heir’s share of my Estate shall revert to the beneﬁt of
their child orchildren. If no such child or children exist of the deceased beneﬁciary or heir, then equally to
my remaining beneﬁciary (ies) and / or heir(s) of my estate or residue thereof as nominated herein.
I direct that should any beneﬁciary not have attained the age of twenty-ﬁve (25) years at the time of my
death, then such beneﬁt shall be retained by my Trustees in Trust until the beneﬁciary attains the age of
twenty-ﬁve (25) years whereby the Trust shall dissolve.
4.2 My Trustees will be entitled to:
4.2.1 retain any assets in the Trust until such sale in the case of beneﬁciaries not being interested in transfer of
the assets onto their names;
4.2.2 let or rent ﬁxed property;
4.2.3 encumber any assets of the Trust if deemed necessary for the upkeep of Trust assets;
4.2.4 invest and re-invest moneys with ﬁnancial institutions and/or in bonds over ﬁxed property or in other
4.2.5 utilise any part of the income and, if necessary, capital which will include capital gains thereon or accruals
thereto, of the Trusts towards the payment of administration costs, taxes, insurance, necessary
improvements and upkeep of Trust assets.
1st Witness Signature
2nd Witness Signature
4.3 I place on record that all proceeds, where my minor child or children, are the beneﬁciary or beneﬁciaries on
any Retirement Annuity Fund, Pension Fund, Provident Fund or Approved Group Life, that such proceeds are
payable to the said Testamentary Trust to be established here in my Will.
APPOINTMENT OF EXECUTORS AND TRUSTEES
I nominate and appoint Deenisha Nadesan, an admitted attorney and director of Capital Legacy Fiduciary
Services (Pty) Ltd, or her nominee or nominated successor, to be Executor of my estate.
5.2 I nominate and appoint Capital Legacy Fiduciary Services (Pty) Ltd to be the Trustee of the Trust(s) to be
POWERS OF MY EXECUTORS AND TRUSTEES
I direct that my said Executor(s) and Trustee(s), or any Executor(s) as appointed by the Master, and Trustee(s):
shall not be required to furnish security,
shall be entitled to take into Trust and to administer, in accordance with the terms of this my Will, all such
other assets or property as the Trust may from time to time receive or acquire from any source
6.1.3 shall have the power of assumption,
6.1.4 shall be entitled to receive the following fees, subject to the provisions of my Legacy Protection Plan:
22.214.171.124 as Executor - the fees charged in terms of its oﬃcial tariﬀ of fees in force from time to time,
subject to the tariﬀ fees of oﬃce as ﬁxed by Government Regulation,
126.96.36.199 as Trustee - the fees charged in terms of its oﬃcial tariﬀ of fees in force from time to time,
188.8.131.52 all other fees related necessary to be insured to fulﬁl their respective obligations, for example
auctioneer and valuation fees.
PRINT NAME OF 1ST WITNESS
WHEREOF I have hereunto set my hand at
PRINT NAME OF 2ND WITNESS
LOCATION WHERE SIGNING
20 16 YEAR
in the presence of the subscribing witnesses, all being present at the same time and signing our names in the
presence of one another.
1st Witness Signature
2nd Witness Signature