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Part 2: Wills and Testaments 101 - Facts of estate
#1
PART 2 - Facts of estate

Only @padjakkels can post here. Facts will be added here about the estate.

Name: Joe Somebody
Age: 40
Address: 3 Church Street, Stellenbosch.
Married to: Sandy Somebody
Kids: Mary (from 1st marraige), Mark and Scott
Work: Bakkery - own business

Who will inherit: ?


ASSETS
House : Market Value - R1,700,000 Cost?
2nd House : Market Value R1,500,000, Cost R500,000
EasyEquities account: R230,000 (invested R100,000)
EasyEquities TFSA: R780,000 (invested R450,000)
2011 GTI : ?
Bakkery - 95%
BitX account - 3 bitcoins worth R12,000 each


LIABILITIES
House Bond - R1,200,000


Process:
Part 1: Gather information - This post. Please post any facts of Joe here that you want to be added.
Part 2: Facts of estate - All facts will be added here.
Part 3: Gather questions - Any questions about the facts can be posted here. - WE ARE HERE NOW!
Part 4: Prepare will - Published will can be seen here.
Part 5: Questions on will - Any questions about the will can be posted here.
Part 6: Prepare estate planning - Published estate planning can be seen here.
Part 7: Questions on estate planning -Any questions about the estate planning can be posted here.



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