Wills

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Wills

It is impossible to overstate the importance of having a Will

According to the Fiduciary Institute of South Africa, only 10% of our current population has a Will.

The consultation for a Will goes beyond the mere completion of an application form. Our wills drafters are trained to identify potential pitfalls and alert the broker and client. We offer a Will advisory and drafting service ensuring that the provisions of your Will are linked to your overall estate planning needs.

A Will consultation will, apart from the obvious bequests, typically address the following:

The necessity to nominate a guardian for minor children.

The benefits of bequests to a trust.

The benefits of limited rights to minimise estate duty.

The benefits of a professional executor and trustee.

Contact us to enquire about our will drafting services. We provide a range of legacy services including estate administration and planning, RAF and third party trusts, as well as group life and risk cover for employees of businesses in South Africa, and smart, simple investment options.

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