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Will provision for a Trust

Will provision for a Trust

stars Over 10,000 Happy South African Businesses

R 455,06

This Will template provides for a trust for minor heirs and guardianship, allowing control over possessions posthumously.

  • Asset protection
  • Tax planning
  • Control of inheritance
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How do I receive my documents once I have paid for them?

Once your order is complete, you will be granted download permission for the document. You will:

  • See download links on the order received page after you have checked out.
  • Receive an email notification which will include download links.
  • Have access to your downloads via the Downloads tab on your ‘My Account’ page when logged in to your account on this website.
What format do you provide the document in?

You’ll receive the document in Microsoft Word. A small number of our documents are only available in PDF, in which case this is stated in the document summary.

What if I don't receive the link?

The two most common reasons for people not receiving the link are : (i) The e-mail address entered into the order form was incorrect; or (ii) the e-mail was directed into your spam folder. First please check your spam folder. If it is not there, contact us.

How can I tell if the document is suitable for my requirements?

Each document is accompanied by a description. Read the description to see if it will meet your requirements. If you are still uncertain, you can Contact Us with a brief overview of what you need the document for and we will respond as soon as possible.

Can I make changes to the contracts and legal documents?

Our documents are provided in MS Word format, allowing you to adjust and alter the agreement as you require. If you do not have legal experience we do caution you to be circumspect about the extent of the changes that you make.

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WILL  Makes provision for a Trust

 Summary A Will is a document that directs your family on what to do with all your material possessions when you die. This Will template may be used by someone needing to review or draw up their will, where their affairs are not overly complex. This template directs the formation of a trust should any of the heirs be minors, and where applicable, makes provision for guardianship.

What does the Will say? The Will consists of: Revocation; Appointment of Executor; Power to Appoint; Bequests; Heirs; Trust; Exclusion from Community and Accrual; No Collation; Remains; Interpretation.

Don’t need provision for a testamentary trust? Then have a look at our basic Will template.

What does the template look like? This template Will format can be printed onto three pages.

What do you need to do to use the template?

  • Read this template last will and testament document to ensure that it suits your requirements. Make changes to suit your unique needs, as required.
  • Complete the relevant details. It is of critical importance that you ensure that all details have been completed before signing the Will.
  • Where you want to leave specific, identifiable assets to certain people, list these as bequests in clause 4. Where you want to leave the rest of your estate generally to certain people, list these people as your heirs in clause 5.
  • Ensure that you sign the Will in the presence of two witnesses, with all of you signing each page. (Note: your witnesses must be over 16 years old, competent to sign, and must not be named in your Will, or married to someone named in your Will).

Also known as a Last Will and Testament.

Also viewed: General Power of Attorney

The Online Agreements Shop cc and its members, staff, legal advisers, partners and consultants, agents and any person associated therewith cannot be held liable for any loss or damage that is incurred or may be incurred by any person as a direct or indirect result of the use of this website or any document or information contained on or obtained from this website, nor as a result of anything that is contained in or left out of any document.

How do I receive my documents once I have paid for them?

Once your order is complete, you will be granted download permission for the document. You will:

  • See download links on the order received page after you have checked out.
  • Receive an email notification which will include download links.
  • Have access to your downloads via the Downloads tab on your ‘My Account’ page when logged in to your account on this website.
What format do you provide the document in?

You’ll receive the document in Microsoft Word. A small number of our documents are only available in PDF, in which case this is stated in the document summary.

What if I don't receive the link?

The two most common reasons for people not receiving the link are : (i) The e-mail address entered into the order form was incorrect; or (ii) the e-mail was directed into your spam folder. First please check your spam folder. If it is not there, contact us.

How can I tell if the document is suitable for my requirements?

Each document is accompanied by a description. Read the description to see if it will meet your requirements. If you are still uncertain, you can Contact Us with a brief overview of what you need the document for and we will respond as soon as possible.

Can I make changes to the contracts and legal documents?

Our documents are provided in MS Word format, allowing you to adjust and alter the agreement as you require. If you do not have legal experience we do caution you to be circumspect about the extent of the changes that you make.

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WILL  Makes provision for a Trust

 Summary A Will is a document that directs your family on what to do with all your material possessions when you die. This Will template may be used by someone needing to review or draw up their will, where their affairs are not overly complex. This template directs the formation of a trust should any of the heirs be minors, and where applicable, makes provision for guardianship.

What does the Will say? The Will consists of: Revocation; Appointment of Executor; Power to Appoint; Bequests; Heirs; Trust; Exclusion from Community and Accrual; No Collation; Remains; Interpretation.

Don’t need provision for a testamentary trust? Then have a look at our basic Will template.

What does the template look like? This template Will format can be printed onto three pages.

What do you need to do to use the template?

  • Read this template last will and testament document to ensure that it suits your requirements. Make changes to suit your unique needs, as required.
  • Complete the relevant details. It is of critical importance that you ensure that all details have been completed before signing the Will.
  • Where you want to leave specific, identifiable assets to certain people, list these as bequests in clause 4. Where you want to leave the rest of your estate generally to certain people, list these people as your heirs in clause 5.
  • Ensure that you sign the Will in the presence of two witnesses, with all of you signing each page. (Note: your witnesses must be over 16 years old, competent to sign, and must not be named in your Will, or married to someone named in your Will).

Also known as a Last Will and Testament.

Also viewed: General Power of Attorney

The Online Agreements Shop cc and its members, staff, legal advisers, partners and consultants, agents and any person associated therewith cannot be held liable for any loss or damage that is incurred or may be incurred by any person as a direct or indirect result of the use of this website or any document or information contained on or obtained from this website, nor as a result of anything that is contained in or left out of any document.