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Share certificates or name of institution where portfolio is managed or electronically kept in custody.
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Unit trust certificates / notices.
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Any other investment certificates.
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Last cheque book and bank statement.
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Mortgage bonds.
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Promissory notes in respect of loans owed to the estate.
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Credit cards and any other bank cards.
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Life insurance policies or full particulars.
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Short-term insurance policies or full particulars.
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Partnership agreements, purchase and sell agreements and latest financial statements in respect of any business being operated (if applicable).
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Deeds of sale in which the deceased had an interest.
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Details of all debts owed by the deceased.
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Loan accounts of all business entities.
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Share / interest in any business entities.