Financial Planning

Protect what matters most

Your legacy matters and putting the right plans in place can level up your F Factor. A professionally drafted will, cover for key legal and estate fees, and expert estate administration ensure your wishes are honoured and your peace of mind is secured.

GET YOUR WILL DONE TODAY

What even is The F Factor?

It’s that special something that a person exudes when they have an expert-guided plan to save, grow and protect their money – and P.S. anyone can get it. Financial planning helps you make smarter choices so you can hit those long-term goals. It’s a fresh, fun way of showing South Africa that true financial confidence is possible for anyone with the right financial partner.

Did you know 70% of South Africans die without a valid will in place?

We know that life gets busy, but your will is one of the most important documents you will ever sign. That’s why, with just an hour of your time, we can help you get your will drafted at a time and place most convenient for you.

*Source: Master of the High Court survey 2022

WHY YOU NEED A WILL

Consequences of not having a will

Inheritance

The opportunity to decide who inherits what is forfeited.

Marriage

The surviving partner might be left with nothing.

Children

Inheritance could pass to the Government Guardian’s Fund.

Feuds

Family feuds often occur over the distribution of an estate.

Delays

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

Guardianship

The ability to nominate a guardian for children is lost.

Making will drafting easy

Receive a one-on-one consultation to draft your will at a time and place convenient to you, with personalised advice on your unique estate needs, which is then included in your will. Your signed will is collected and securely stored in our vaults. Make amendments to your signed will whenever you need.

Simple and complex wills

Worldwide and offshore wills

Wills with purpose-driven trusts

A FULL SUITE OF SERVICES UNDER ONE ROOF

The Sanlam Legacy Plan

Estate administration brings unavoidable fees – executor, conveyancing, and testamentary trust fees, that can place a financial burden on your family.

The Sanlam Legacy Plan helps cover these expenses and other urgent costs, easing the financial pressure when it matters most.

By having the Sanlam Legacy Plan and will in place, you provide comprehensive protection and peace of mind for your loved ones.

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 to find out more

Complete the form to be contacted.
Download the Sanlam Legacy Plan brochure

Izak Van Der Merwe
Sanlam Financial Planner
0828525187
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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.