Financial Planning
Building your lasting legacy and living with confidence starts with your will
Your legacy is as important to us as it is to you, and a key aspect of that is having your last will and testament in place. Sanlam Legacy will help draft your will, allow you to make unlimited amendments, before collecting your will for safekeeping, all at no cost to you.
Did you know 70% of South Africans die without a valid will in place?* And most don’t plan for the unexpected cost of dying and winding up an estate.
WHY YOU NEED A WILL
The six consequences of not having a will
#1
Inheritance
The opportunity to decide who inherits what is forfeited.
#2
Marriage
The surviving spouse might be left with nothing.
#3
Children
Your children’s inheritance could pass to the government Guardian’s Fund.
#4
Feuds
Family feuds often occur over the distribution of an estate.
#5
Delays
Without a will, there are avoidable delays in the estate.
#6
Guardianship
The ability to nominate a guardian for children is lost.
The process
Making will drafting easy.
A dedicated Will Consultant meets with you to begin drafting your will and sends it back to you within 48 hours of the consultation for your review. A courier service then collects the signed will for safekeeping at a secure facility, all at no charge. We understand that each of our clients are unique, and with our specialised knowledge and expertise, we are able to tailor a will to every client’s specific needs.
Simple and complex wills
Worldwide and offshore wills
Wills with purpose-driven trusts
A full suite of services under one roof
Introducing the Sanlam Legacy Plan
ESTATE ADMINISTRATION
Our estate promise to you
In-house teams
In-house teams manage estates directly, ensuring a more efficient administration from start to finish.
Dedicated conveyancers
We have dedicated conveyancers that provide for the seamless transfer of ownership of immovable property, eliminating the need for outsourcing and avoiding any delays.
Claims integrated with estate administration process
Claims are integrated with the estate administration process to ensure they are managed concurrently. This means beneficiaries avoid having to submit details multiple times and experience a smoother, more streamlined process.
Dedicated Estate Consultant and Estate Practitioner
A dedicated Estate Consultant and Estate Practitioner will onboard the estate and support your loved ones through the entire process.
Beneficiaries are kept updated
Beneficiaries are updated throughout the estate administration process, providing clarity and transparency.
Draft your will today
Get in touch
Complete the form to be contacted.
Download the Sanlam Legacy Plan brochure
The Sanlam Legacy Plan is underwritten by Guardrisk Life Ltd, a licensed life insurer. It is administered by Capital Legacy Solutions (Pty) Ltd, an authorised financial services provider. Quill Consulting Services (Pty) Ltd and Sanlam Trust (Pty) Ltd are authorised financial services providers forming part of the Capital Legacy Group. “Sanlam” is a registered trademark of the Sanlam Group and is licensed to Sanlam Trust (Pty) Ltd.