Introducing the Sanlam Legacy Plan | Jenwil BlueStar | Sanlam Financial Planners Bloemfontein

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.

Draft your will today

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.

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

The six 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 spouse might be left with nothing. 

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#3

Children

Your children’s 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. 

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

Simple and complex wills

Worldwide and offshore wills

Worldwide and offshore wills

Wills with purpose-driven trusts

Wills with purpose-driven trusts

A full suite of services under one roof

Introducing the Sanlam Legacy Plan

Not only do we help you get your will drafted and into safekeeping, but we also ensure your family is not burdened by all of the costs and complications of administering an estate, should you pass away.

These costs include executor fees, conveyancing fees, and testamentary
trust fees.

With a Sanlam Legacy Plan in place, you are covered for these costs and any other expenses that may arise.

ESTATE ADMINISTRATION

Our estate promise to you

In-house teams manage estates directly, ensuring a more efficient administration from start to finish.

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 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.

A dedicated Estate Consultant and Estate Practitioner will onboard the estate and support your loved ones through the entire process.

Beneficiaries are updated throughout the estate administration process, providing clarity and transparency.

Draft your will today

Get in touch

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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.