Introducing the Sanlam Legacy Plan | Blignaut BlueStar | Sanlam Financial Planners Pretoria

Financial Planning

Introducing the Sanlam Legacy Plan

More than 70% of South Africans die without a valid will in place* and in our experience, most don’t plan for the unexpected cost of dying. We know that life gets busy. Still, your will is one of the most important documents you will ever sign, and all we need is an hour of your time.

*Source: Master of the High Court survey 2022

WHY YOU NEED A WILL

The top 6 consequences of not having a will.

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1. Inheritance

The opportunity to decide who inherits what is forfeited.

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2. Marriage

The surviving partner might be left with nothing.

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3. Children

Inheritance could pass to the Government Guardian’s Fund.

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4. Feuds

Family feuds often occur over the distribution of an estate.

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5. Delays

Without a will, there are avoidable delays in the estate.

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6. Guardianship

The ability to nominate a guardian for children is lost.

A full suite of services under one roof

Introducing the Sanlam Legacy Plan

The Sanlam Legacy Plan (SLP™) is an effective planning tool that ensures a tailored valid will in place, cover for the deceased estate’s fees, and protection for the surviving family from unforeseen stresses.

Sanlam Legacy makes drafting wills easy.

Personalised consultation

Personalised consultation

We draft the will within 48 hours

We draft the will within 48 hours

Free signed collection

Free signed collection

There's a will for every need

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Simple and complex wills

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Worldwide and offshore wills

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Wills with purpose-driven trusts

Estate administration

Fully integrated estate administration service, with offices countrywide.

Fully integrated estate administration service, with offices countrywide.

 A dedicated estate consultant guides the family through the whole process upon a loved one's passing.

A dedicated estate consultant guides the family through the whole process upon a loved one's passing.

Our mission: To make the loss of a loved one easier.

Our mission: To make the loss of a loved one easier.

Fees indemnified by the SLP™

Deceased estates incur unforeseen fees that can lead to cash shortfalls in the estate. These include:

  • Executor fees
  • Conveyancing fees
  • Testamentary trust fees

The Sanlam Legacy Plan indemnifies these fees and pays for other expenses that may arise, giving you peace of mind.

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.

Get in touch to find out more

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Download the Sanlam Legacy Plan brochure

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