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Benefits of having a valid, up-to-date and executable will
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Your estate will be distributed to your loved ones according to your wishes
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There are fewer delays in the administration of your estate
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Intestate succession does not apply
Why is a will important?
A will is a written legal document and an essential part of holistic estate planning that includes who will inherit your estate. It also allows you to protect the inheritance of your heirs with a testamentary trust and business interests.
You can nominate a guardian for minor children, an executor to administer your estate fairly and professionally and a trustee to manage your estate held in a testamentary trust all according to your wishes.
Benefits of drafting a will
You have control
Have peace of mind that your wealth will be distributed the way you intended.
Prevent family conflict
Prevent potential feuds and conflict that cause even more emotional anguish for your loved ones.
Secure your children’s future
Nominate someone you trust as a guardian of your minor children to ensure that they are well taken care of.
Easier on your loved ones
A professional executor ensures a smooth administration process, reducing delays and stress on your loved ones.
Minimise costs and prevent cash shortfalls
Professional advice helps minimise costs like estate duty to avoid a heavy tax burden or having to sell assets to cover costs.
Our service is tailored to your needs
Customised solutions for your unique situation
Our financial planners work with you to create a will customised to meet your unique needs and ensure your assets are distributed according to your wishes.
Let's draft your will
We’re ready to help you put a clear, legal and valid will in place.
Update your will when circumstances change
It’s critical to update your will whenever your financial circumstances and/or family setup change, for example, if you get married or divorced, have a baby, or acquire more assets. This will help avoid family feuds and emotional anguish for your loved ones after your death.
