Estate Planning Tool Kit

We assist South Africans with their Estate Planning

Get our Free Estate Planning Tool kit

Our 3 Step Process to Estate Planning will guide you to a smooth Estate Planning experience.

Why you need a Estate Planning?

  • It is important that you are made aware of the fees associated with carrying out your wishes and tying up loose ends when you are gone. These fees are often an unknown or forgotten aspect of your legacy planning and can amount to thousands of rands that, if not provided for, can eat up a large chunk of the intended benefit you wish to leave to your beneficiaries in terms of your Will.

    These legal fees come in the guise of Executors Fees, Testamentary Trust Fees, Conveyance Attorney Fees and Non-Estate Asset Administration Fees that are charged as a percentage of your total estate value.

    Further unforeseen costs can occur directly after passing that can cripple your beneficiaries in the form of immediate funeral expenses, initial overheads (Masters Fees, property clearances etc.), monthly overheads (School fees, medical aid, rates and taxes, water and electricity etc.) and in the worst case scenario of you and your spouse passing away, exponentially high inheritance taxes.


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