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.
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.
1. Inheritance
The opportunity to decide who inherits what is forfeited.
2. Marriage
The surviving partner might be left with nothing.
3. Children
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.
A full suite of services under one roof
Introducing the Sanlam Legacy Plan
Personalised consultation
We draft the will within 48 hours
Free signed collection
There's a will for every need
Simple and complex wills
Worldwide and offshore wills
Wills with purpose-driven trusts
Estate administration
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.
Our mission: To make the loss of a loved one easier.
Fees indemnified by the SLP™
Get in touch to find out more
Complete the form to be contacted.
Download the Sanlam Legacy Plan brochure