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ESTATE INFORMATION AFTER DEATH GUIDE, DOCUMENTS & …
ESTATE INFORMATION AFTER DEATH GUIDE, DOCUMENTS & PROCESS 1. Introduction The DEATH of a loved one is one of the most devastating events in a person s life . Survivors must cope with more than grief, they also must deal with crucial financial matters. No one likes thinking about that day, but being prepared will ensure that you and your family can mourn a loved one without getting caught up in the administrative drama AFTER DEATH . This guide is intended to assist you in the difficult days, weeks and months that follows the DEATH of a loved one.
• Life insurance, endowment and retirement annuity contracts. NB! Some insurance providers require a certified copy of the death notice (Bl-1663 / DHA-1663) to be submitted with the claim forms. • Short-term insurance schedule • Doctor’s accounts and / or statements • Medical aid information – membership card or claim advice
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