Name and Surname

Marital Status i

Select… Single Married in community of property Married (ANC) with accrual Married (ANC) without accrual Widowed

Do you have a valid Will? i

Yes No

Do you have a separate Funeral Policy? i

Yes No

How many dependants do you have? i

Total Assets i

R

Total Liabilities i

R

Immediate Cash for Family i

R

Funeral Amount i

R

Other Legacy / Bequests i

R

Total Life Cover Required

R —

Settlement & Immediate Needs

Total Liabilities R 0

Immediate Cash Buffer R 0

Funeral Costs R 0

Protection & Legacy Analysis

Additional Bequests/Buffer R 0

Legal & Spousal Considerations i

Estimated Spousal / Accrual Claim R 0

Estate & Administration Costs

Executor Fees (4.025%) i R 0

Estimated Estate Duty i R 0

What This Means For You

Complete the questionnaire to see your personalised summary.