Dealing with the passing of a loved one is a challenging time, and managing estate-related paperwork and costs can add to the stress. Since 2012, we have aimed to simplify this process for South Africans through accessible and clear estate planning services. We have become a leading provider in the country, drafting over 600,000 wills and working with more than 15,000 financial advisors.
The Estate Planning Process
1. Consultation:
We offer personalized consultations with over 200 expert advisors who can meet you at a time and place that suits you—whether at home, at work, or outside regular office hours. These consultations focus on drafting your will and addressing your estate planning needs. Once your will is drafted, it will be sent to you within 48 hours for signing, and we will handle its safekeeping.
2. Calculation:
During your consultation, our experts will evaluate your assets and debts to provide an estimate of potential legal fees, such as those for executors and attorneys. This helps you understand the financial aspects and plan accordingly.
3. Indemnification:
Our Legacy Protection Plan™ is designed to cover legal fees that may arise after your passing. This coverage helps reduce delays in settling estates, often completing the process 9 to 12 months faster than the industry average, thus easing the financial burden on your loved ones.
Additional Services:
- Will Services:** Drafting and delivery of your will within 48 hours
- Estate Services:** Efficiently winding up estates within 9-12 months with the help of dedicated consultants.
- Trust Services:** Including Children’s Trusts, Provider’s Trusts, and Widow’s Trusts.
- Succession Planning:** For larger estates, including planning for living trusts, offshore assets, and tax considerations.
Our Legacy Protection Plan integrates fiduciary services with insurance coverage to provide a comprehensive approach to estate planning, helping to protect your legacy and ensure your wishes are fulfilled effectively.
