01 · About you
Your details
This is you, the person making the will (the "testator" or "testatrix").
Estate planning · Intake
Every question on one page, about ten to fifteen minutes. Fill it in online and download your answers, or print the blank questionnaire to complete offline. An admitted attorney turns your answers into a properly drafted will for you to review before you sign anything.
How this works: answer the questions below (required ones are flagged if left blank when you generate), then download or send your completed answer set to us. Nothing here is legally binding, it's the instruction sheet we draft your will from. Prefer to do it on paper or circulate it to family first? Use the blank PDF print below.
Your information stays on your device until you send it. Incomplete answers are fine; send what you have and follow up later.
01 · About you
This is you, the person making the will (the "testator" or "testatrix").
02 · Marital status
This affects how your estate is divided and what your spouse or partner already owns.
03 · Children & dependants
Include anyone you consider a child, biological, step, adopted, or otherwise dependent on you. Complete as many as apply.
Child / dependant 1
Child / dependant 2Optional
Child / dependant 3Optional
Child / dependant 4Optional
Have more than four? Complete these four and note the rest under "Anything else" in section 09, we'll capture them all when we draft.
04 · Executor
Your executor carries out the instructions in your will and manages the process with the Master of the High Court.
05 · Guardian
Complete only if you have children under 18. A guardian steps in only if there's no surviving parent able to care for them.
06 · Specific gifts
For example, a property, a vehicle, jewellery, or a sum of money. Everything not listed here forms part of your residual estate, covered next.
Gift 1Optional
Gift 2Optional
Gift 3Optional
07 · Residual estate
Everything left once specific gifts, debts and costs have been settled, usually the bulk of what you own. If you list more than one beneficiary, the shares should add up to 100%.
Residual beneficiary 1
Residual beneficiary 2Optional
Residual beneficiary 3Optional
Residual beneficiary 4Optional
08 · Trust for young beneficiaries
Recommended if any beneficiary is a minor, or someone you'd rather not receive a lump sum immediately.
09 · Final wishes
These aren't legally binding instructions, but we include them so your family has clear guidance.
Download or send this and an admitted attorney will draft your will from it and send it back for you to review before signing.
Full legal name: - South African ID number: - How should we refer to you in the will?: - Residential address: - Email address: - Marital status: - I have no children or dependants to include: - Child / dependant 1: full name: - Child / dependant 1: ID number / date of birth: - Child / dependant 1: relationship: Biological child Child / dependant 1: currently a minor: No Child / dependant 2: full name: - Child / dependant 2: ID number / date of birth: - Child / dependant 2: relationship: Biological child Child / dependant 2: currently a minor: No Child / dependant 3: full name: - Child / dependant 3: ID number / date of birth: - Child / dependant 3: relationship: Biological child Child / dependant 3: currently a minor: No Child / dependant 4: full name: - Child / dependant 4: ID number / date of birth: - Child / dependant 4: relationship: Biological child Child / dependant 4: currently a minor: No Who should administer your estate?: Appoint a professional executor through lawvero Alternate executor's full name: - Alternate executor's ID number: - Exempt my executor from providing security to the Master: Yes Do you have any children who are currently minors (under 18)?: No No specific gifts: - Gift 1: what are you leaving?: - Gift 1: who should receive it?: - Gift 1: their ID number: - Gift 2: what are you leaving?: - Gift 2: who should receive it?: - Gift 2: their ID number: - Gift 3: what are you leaving?: - Gift 3: who should receive it?: - Gift 3: their ID number: - Residual beneficiary 1: full name: - Residual beneficiary 1: ID number: - Residual beneficiary 1: share of residue (%): - Residual beneficiary 2: full name: - Residual beneficiary 2: ID number: - Residual beneficiary 2: share of residue (%): - Residual beneficiary 3: full name: - Residual beneficiary 3: ID number: - Residual beneficiary 3: share of residue (%): - Residual beneficiary 4: full name: - Residual beneficiary 4: ID number: - Residual beneficiary 4: share of residue (%): - If a residual beneficiary passes away before you, what should happen to their share?: It's shared between the remaining beneficiaries listed above Place all or part of an inheritance in trust until a beneficiary reaches a certain age?: No Burial or cremation?: No preference Organ donation: No preference Anything else you'd like us to know?: -
Important: This questionnaire gathers your instructions; it is not your will and nothing here is legally binding. An admitted attorney prepares your will from these answers for you to review and sign before two competent witnesses, so every formality under the Wills Act 7 of 1953 is met. lawvero (Pty) Ltd provides document-preparation services and does not provide legal advice. © lawvero (Pty) Ltd 2026 · law, verified.