Estate bridging finance application

Complete the form below to apply for bridging finance against a confirmed inheritance. Our team will review the information provided and contact you regarding the next steps in the assessment process.

Applications are handled discreetly and in confidence.

Bridging Finance Application 2026

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EXECUTOR ELIGIBILITY

Before proceeding, please confirm the following information about the appointed executor of the estate.

Is the appointed executor an independent, professional third party?

Yes

Is the appointed executor also an heir or beneficiary of the estate?

Yes

Unfortunately, you cannot continue with this application.

Candor Capital does not accept applications where the appointed executor is a private individual, family member, heir or beneficiary, rather than an independent professional third-party executor.

Please contact Candor Capital should you require further clarification.

APPLICANT DETAILS

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Full Name

Last Name

SA ID/Passport number

Date of Birth

Nationality

Marital Status

Spouse Full Name

Spouse Last Name

Residential Address

Address Line 1

Address Line 2

City

Province

Postal Code

Country

Phone/Mobile

Alternative Number

Preferred method of communication

Mobile Number

LOAN REQUEST DETAILS

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Amount applied for (R)

Previously applied to this lender for credit?

Yes

If yes, provide details

Purpose of loan

EMPLOYMENT AND INCOME DETAILS

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Employment status

Employer name/Business name

Occupation

Employer/Business address

Address Line 1

Address Line 2

City

Province

Postal code

Country

Employment start date

Will you have a change in income withing the next 12 months?

Yes

If yes, explain expected change

Gross monthly income (R)

Net monthly income (R)

Other monthly income (R)

Source of other monthly income

Total monthly income (R)

MONTHLY EXPENCES AND FINANCIAL OBLIGATIONS

Please enter all amounts as monthly amounts in rand.

Rent/Bond

Medical Aid/Medical Costs

Rates/Levies

Insurance premiums

Utilities

Maintenance paid

Food/Groceries

Cellphone/Internet

Transport/Fuel

Existing debt repayments

School fees/Education

Other essential expenses

Total living expenses (R)

Total disposable income (R)

Currently under debt review/administration/judgments/arrears:

Yes

If yes, please provide details

BANKING DETAILS

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Bank name

Account holder name

Account number

Branch code

Account type

How long have you had this bank account?

INHERITANCE/ESTATE DETAILS

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Full name of deceased

Last name of deceased

Relationship to deceased

Master's reference number (if known)

Nature of expected benefit

Heir

Legatee

Residual beneficiary

Specific cash bequest

Other

Name of executor

Executor's firm/address/contact details

Name of estate attorney/agent (if any)

Estimated gross value of inheritance (R)

Expected payment date

Is the inheritance vested?

Yes

Is the inheritance contingent?

Yes

Is the inheritance disputed?

Yes

Is the inheritance subject to any condition?

Yes

If yes to any, please provide more details

Any prior cession/pledge/encumbrance over the inheritance?

Yes

If yes, please provide details

Any interim distribution already received?

Yes

If yes, please provide the amount and date

SECURITY AND SUPPORTING AUTHORITIES

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Willing to cede benefit as security for the loan (in securitatem debiti (security cession))

Yes

Willing to sign authority directing executor to pay lender?

Yes

Willing to authorise lender to contact executor/estate attorney?

Yes

Willing to provide estate documents and correspondence?

Yes

REFERRAL DISCLOSURE

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Were you introduced to the lender by an attorney/agent/intermediary?

Yes

SUPPORTING DOCUMENTATION

Please upload clear copies or photos of the documents listed below. PDF or image files are accepted.

Copy of ID/passport

Choose File

Proof of residential address (not older than 3 months)

Choose File

Bank statement (last 3 months)

Choose File

Proof of income (Latest 3 payslips, bank statements or management accounts)

Choose File

Estate documentation (Copy of will, letters of executorship, estate correspondence, liquidation & distribution account)

Choose File

Other supporting documents (Prior cession agreements, authority to pay lender, additional estate documents)

Choose File

CONSENTS AND AUTHORISATIONS

Please read the statements below carefully and confirm your consent before submitting this application.

I confirm that the information provided is true and complete.

Yes

I consent to the lender obtaining my credit information and verifying the details provided.

Yes

I consent to the processing of my personal information in accordance with applicable data protection legislation.

By submitting this application, you acknowledge that submission does not guarantee approval and that the lender may request additional information or documentation.

Estate bridging finance application

EXECUTOR ELIGIBILITY

APPLICANT DETAILS

LOAN REQUEST DETAILS

EMPLOYMENT AND INCOME DETAILS

MONTHLY EXPENCES AND FINANCIAL OBLIGATIONS

BANKING DETAILS

INHERITANCE/ESTATE DETAILS

SECURITY AND SUPPORTING AUTHORITIES

REFERRAL DISCLOSURE

SUPPORTING DOCUMENTATION

CONSENTS AND AUTHORISATIONS

Private Credit | Estate & Property Bridge Finance

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