Description
Get ready for your will-drafting appointment
Gather your information and think through the choices before meeting a qualified professional. This original, provider-neutral GFS workbook helps you organise your wishes into a clear discussion.
What you receive
- A 16-page A4 PDF that can be printed or completed in a compatible PDF reader.
- 120 fillable text fields and checkboxes.
- Planning sheets for personal and family details, dependants, beneficiaries, executor and guardian preferences, specific gifts and the residue of your estate.
- Questions about testamentary trusts, minors, the Guardian’s Fund, fees, continuity and estate funding.
- Asset and document-location prompts, an appointment checklist, and a review log.
Important distinction
This is preparation support, not a will or a legal will template. Completing it does not appoint an executor or guardian, create a trust, change beneficiaries, revoke an existing will or provide legal advice. Take your notes to your chosen qualified will drafter.
Professional will drafting is available free from some providers. The R49.99 purchase pays for the independently created GFS workbook; it is not a fee for will drafting or a Capital Legacy application. It is not issued or endorsed by Capital Legacy or Sanlam.
Using the file
Download and save the PDF. Use a PDF reader that supports forms, save your entries, and reopen to check them. You may also print and complete by hand. Duplicate a blank planning page for your own household if you need more space. Keep the completed file private: do not include passwords or PINs and do not send completed workbooks or identity documents to GFS.
Digital download only. No physical item, legal consultation or will-drafting service is included. Personal and household use; no resale or redistribution of the blank product.
General South African preparation support. Prepared November 2026. A professional must confirm the law and your individual circumstances at the time of drafting.
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