Protect you Legacy with Estate Planning

Estate Planning is not just for the wealthy. Most us are aware of the need to make plans to ensure that our futures are protected, but very few of us are actually doing anything about it. 

We can help you to assess your individual situation and requirements before devising a plan to ensure you have the peace of mind you need.

Download our Estate Planning Guide

We make it easy to protect your Legacy

Most people don't think about or plan for the legal expenses associated with dying. Lack of planning can financially cripple your Estate and erode your intended legacy.

We come to you

Our specialists will come to you, anywhere in the country to assist you with drafting a will and plan your estate.

No charge for Will consult

There is no charge for drafting a Will, changes or amendments to your Will, or for collection and safekeeping of your Will

Save on fees

Save on executor fees, Testamentary Trust Fees, Conveyance Attorney Fees and policy claim administration.

Dedicated Estate Consultant

An Estate Consultant is dedicated to building a relationship with you or your loved ones to ensure constant communication and feedback between everyone involved. Estates wound up within 6-9 months.

    Immediate Liquidity

    When you pass away, your family could have limited access to money. Ensure there is money available to cater for things such as funeral expenses, travel arrangements, groceries and other immediate expenses. This benefit seamlessly protects not only yourself, but your Spouse, Children and Parents too

    Estate Overhead

    Estates take time to wrap up and  your family has monthly expenses to pay. This benefit will keep the lights on, pay the medical aid, pay the school fees, pay for groceries and cover the insurance.
    Through the Executor, accounts are paid directly to the service provider, every month, for up to 6 months

    Get in Touch with us to set up a free will drafting or estate planning session

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    Your Financial Future is not going to plan itself, that's were we come in. Although, we work out of Johannesburg & Durban, we are a virtual planning practice. Schedule a call with us.

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