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DOCUMENTS

This page provides access to legal, regulatory and practical documents that may assist with processes such as reporting a deceased estate, registering a trust and preparing a Will.

Select a category below to view the available forms and reference documents.

Acts
  • Administration of Estates Act
  • Financial Advisory and Intermediary Services Act
  • Financial Intelligence Centre Act
  • Income Tax Act
  • Intestate Succession Act
  • Trust Property Control Act
  • Wills Act
Deceased Estates

Report an estate to the Master of the High Court

  • Acceptance of trust as executor – J190
  • Application for Certified Copies – JM46
  • Death Notice – J294
  • Declaration subsisting marriages
  • Inventory – J243
  • Letter of nomination to appoint Executor
  • Next of kin affidavit – J192
  • Reporting affidavit
  • Undertaking and acceptance of Masters directions – J155
Trusts

Register a trust with the Master of the High Court

  • Acceptance by auditor or accountant – J405
  • Acceptance of trusteeship by trustee – J417
  • Application for Certified Copies – JM46
  • Beneficiaries declaration form – J450
  • Trust registration and amendment form – J401
Wills
  • Will Application Form
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Wealth and Legacy™ Group is an authorised Financial Services Provider (FSP 45445) 

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