﻿{"id":2725,"date":"2025-11-06T12:00:00","date_gmt":"2025-11-06T10:00:00","guid":{"rendered":"https:\/\/www.legalwills.ca\/blog\/?p=2725"},"modified":"2026-04-03T03:04:30","modified_gmt":"2026-04-03T01:04:30","slug":"executor-help","status":"publish","type":"post","link":"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/","title":{"rendered":"Making a Will in South Africa: A Guide to Helping Your Executor"},"content":{"rendered":"<p style=\"font-size:14px;color:#555;\">Originally published: 26 June 2020 &nbsp;|&nbsp; Last updated: 6 November 2025<\/p>\n<section style=\"background:#f0f7fb;border-left:4px solid #2980b9;padding:20px 24px;margin-bottom:32px;border-radius:4px;\">\n<strong>TL;DR:<\/strong> Help your executor by organising your estate information, documenting asset locations, and using tools like <a href=\"https:\/\/www.legalwills.co.za\/lifelocker\">LifeLocker<\/a> and <a href=\"https:\/\/www.legalwills.co.za\/keyholder\">KeyHolder<\/a>. Your executor will need your Will, financial records, property documents, insurance policies, and digital account information. Good preparation saves your family time, money, and stress.<br \/>\n<\/section>\n<article><main><\/p>\n<p>TL;DR: Help your executor through estate information organization and asset location documentation which you can achieve by using LifeLocker and KeyHolder tools. Your executor requires access to your Will together with your financial documents and all property ownership records and insurance certificates and your digital account credentials. Good preparation saves your family time, money, and stress.<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"632\" height=\"316\" data-attachment-id=\"3752\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/homepage-lwsa2-632x316\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/homepage-LWSA2-632x316-1.jpg?fit=632%2C316&amp;ssl=1\" data-orig-size=\"632,316\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"homepage-LWSA2-632&amp;#215;316\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/homepage-LWSA2-632x316-1.jpg?fit=632%2C316&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/homepage-LWSA2-632x316-1.jpg?resize=632%2C316&#038;ssl=1\" alt=\"\" class=\"wp-image-3752\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/homepage-LWSA2-632x316-1.jpg?w=632&amp;ssl=1 632w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/homepage-LWSA2-632x316-1.jpg?resize=300%2C150&amp;ssl=1 300w\" sizes=\"auto, (max-width: 632px) 100vw, 632px\" \/><\/p>\n<h2>What Information Does Your Executor Need?<\/h2>\n<ul>\n<li>The executor will perform their duties with greater efficiency when you create proper preparations. You can prevent your family members from spending months working through documents while they spend thousands of rands on unnecessary fees by properly organizing estate information and asset locations and creating detailed instructions.<\/li>\n<li>Your Will: Location of the original signed document<\/li>\n<li>Financial records: Bank accounts, investments, retirement funds, life insurance<\/li>\n<li>Property documents: Title deeds, vehicle registration<\/li>\n<li>Debt records: Mortgages, loans, credit cards<\/li>\n<li>Tax information: SARS tax number, previous returns<\/li>\n<\/ul>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"625\" height=\"167\" data-attachment-id=\"2727\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/review\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/Review.jpg?fit=625%2C167&amp;ssl=1\" data-orig-size=\"625,167\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Review\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/Review.jpg?fit=625%2C167&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/Review.jpg?resize=625%2C167&#038;ssl=1\" alt=\"\" class=\"wp-image-2727\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/Review.jpg?w=625&amp;ssl=1 625w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/Review.jpg?resize=300%2C80&amp;ssl=1 300w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/p>\n<h2>How Can You Make Your Executor&#8217;s Job Easier?<\/h2>\n<h3>Use LifeLocker<\/h3>\n<p>Digital assets: Online accounts, passwords (stored securely via KeyHolder)<\/p>\n<h3>Keep Records Organised<\/h3>\n<p>LifeLocker allows you to store essential documents and messages which your executor can access when they require them.<\/p>\n<h3>Communicate With Your Executor<\/h3>\n<p>All estate-related documents need to be stored in a single central file which should be created.<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"361\" data-attachment-id=\"1694\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/05\/25\/wills-for-blended-families-and-stepfamilies\/lifelocker\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?fit=900%2C503&amp;ssl=1\" data-orig-size=\"900,503\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;1&quot;}\" data-image-title=\"LifeLocker\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?fit=646%2C361&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.ca\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?resize=646%2C361&#038;ssl=1\" alt=\"My LifeLocker, Executor handbook to help your Executor manage your estate.\" class=\"wp-image-1694\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?w=900&amp;ssl=1 900w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?resize=300%2C168&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?resize=768%2C429&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2015\/11\/LifeLocker.jpg?resize=770%2C430&amp;ssl=1 770w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><br \/>\n<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"303\" height=\"871\" data-attachment-id=\"2733\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/lifelocker-3\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/LifeLocker.jpeg?fit=303%2C871&amp;ssl=1\" data-orig-size=\"303,871\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"LifeLocker\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/LifeLocker.jpeg?fit=303%2C871&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/LifeLocker.jpeg?resize=303%2C871&#038;ssl=1\" alt=\"Information to help your Executor manage your estate\" class=\"wp-image-2733\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/LifeLocker.jpeg?w=303&amp;ssl=1 303w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/LifeLocker.jpeg?resize=104%2C300&amp;ssl=1 104w\" sizes=\"auto, (max-width: 303px) 100vw, 303px\" \/><br \/>\n<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"609\" height=\"865\" data-attachment-id=\"2735\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/mysecurity\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MySecurity.jpeg?fit=609%2C865&amp;ssl=1\" data-orig-size=\"609,865\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"MySecurity\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MySecurity.jpeg?fit=609%2C865&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MySecurity.jpeg?resize=609%2C865&#038;ssl=1\" alt=\"Securing services at LegalWills.ca\" class=\"wp-image-2735\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MySecurity.jpeg?w=609&amp;ssl=1 609w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MySecurity.jpeg?resize=211%2C300&amp;ssl=1 211w\" sizes=\"auto, (max-width: 609px) 100vw, 609px\" \/><br \/>\n<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"639\" data-attachment-id=\"1769\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/keyholders\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?fit=834%2C825&amp;ssl=1\" data-orig-size=\"834,825\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;1&quot;}\" data-image-title=\"keyholders\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?fit=646%2C639&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?resize=646%2C639&#038;ssl=1\" alt=\"Help for the Executor through the keyholder mechanism\" class=\"wp-image-1769\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?w=834&amp;ssl=1 834w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?resize=300%2C297&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?resize=768%2C760&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2016\/04\/keyholders.jpg?resize=770%2C762&amp;ssl=1 770w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" width=\"1088\" height=\"471\" data-attachment-id=\"2737\" data-permalink=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/myvault\/\" data-orig-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?fit=1088%2C471&amp;ssl=1\" data-orig-size=\"1088,471\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"MyVault\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?fit=646%2C279&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/www.legalwills.ca\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?fit=646%2C279&amp;ssl=1\" alt=\"Security at LegalWills.ca\" class=\"wp-image-2737\" srcset=\"https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?w=1088&amp;ssl=1 1088w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?resize=300%2C130&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?resize=1024%2C443&amp;ssl=1 1024w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?resize=768%2C332&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.legalwills.co.za\/blog\/wp-content\/uploads\/2020\/06\/MyVault.jpeg?resize=770%2C333&amp;ssl=1 770w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/p>\n<h2>Frequently Asked Questions<\/h2>\n<h3>Should I tell my executor where my Will is stored?<\/h3>\n<p>You need to share your desired outcomes with your executor while you should tell them about document storage locations and any particular directives which exist.<\/p>\n<p><\/main><\/article>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"headline\":\"Helping Your Executor: Estate Preparation Guide for South Africa\",\"author\":{\"@type\":\"Person\",\"name\":\"Tim Hewson\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"LegalWills.co.za\",\"url\":\"https:\/\/www.legalwills.co.za\"},\"datePublished\":\"2020-06-26\",\"dateModified\":\"2025-11-09\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Originally published: 26 June 2020 &nbsp;|&nbsp; Last updated: 6 November 2025 TL;DR: Help your executor by organising your estate information, documenting asset locations, and using tools like LifeLocker and KeyHolder. Your executor will need your Will, financial records, property documents, insurance policies, and digital account information. Good preparation saves your family time, money, and stress. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":true},"categories":[2,3],"tags":[40,12,33,62,41,15],"class_list":["post-2725","post","type-post","status-publish","format-standard","hentry","category-after-signing","category-executors-probate","tag-digital-assets-2","tag-estate-planning","tag-executors","tag-keyholders","tag-lifelocker","tag-wills"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Making a Will in South Africa: A Guide to Helping Your Executor - The S.A. 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Here are some key tips and tools for helping your Executor manage your estate.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.legalwills.co.za\/blog\/2025\/11\/06\/executor-help\/\" \/>\r\n<meta property=\"og:site_name\" content=\"The S.A. 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