Originally published: 26 June 2020 | Last updated: 9 November 2025
Your executor’s job is significantly easier when you prepare properly. Organising your estate information, documenting asset locations, and leaving clear instructions can save your family months of work and thousands of rands in unnecessary fees.
What Information Does Your Executor Need?
- Your Will: Location of the original signed document
- Financial records: Bank accounts, investments, retirement funds, life insurance
- Property documents: Title deeds, vehicle registration
- Debt records: Mortgages, loans, credit cards
- Tax information: SARS tax number, previous returns
- Digital assets: Online accounts, passwords (stored securely via KeyHolder)
How Can You Make Your Executor’s Job Easier?
Use LifeLocker
Store important documents and messages in LifeLocker—accessible to your executor when needed.
Keep Records Organised
Maintain a central file with all estate-related documents.
Communicate With Your Executor
Discuss your wishes, the location of documents, and any special instructions.
Frequently Asked Questions
Should I tell my executor where my Will is stored?
Yes. Your executor must locate and submit your Will to the Master within 14 days of death.
President and CEO at South Africa Legal Wills
Tim Hewson is one of the founders of LegalWills.co.za.
He has over 20 years of experience helping people to write their Will and other estate planning documents. He has been interviewed by many of the major news media outlets and has contributed to articles in most leading publications. He has also contributed to a number of financial planning books.
Throughout his career, Tim has written extensively on the subject of Will writing and estate planning.
He has over 20 years of experience helping people to write their Will and other estate planning documents. He has been interviewed by many of the major news media outlets and has contributed to articles in most leading publications. He has also contributed to a number of financial planning books.
Throughout his career, Tim has written extensively on the subject of Will writing and estate planning.
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