Financial Planning
The Most Important Talk starts with your will. But shouldn’t end there.
A valid will is the foundation of your estate plan. But there’s another important part of the conversation: the cost of winding up your estate. Legal fees and costs associated with dying can reduce the value of what you’ve worked hard to leave behind.
A professionally drafted will, cover for legal and estate fees, and expert estate administration ensure your wishes are honoured and your peace of mind is secured.
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
Consequences of not having a will
Inheritance
The opportunity to decide who inherits what is forfeited.
Marriage
The surviving spouse 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.
Inheritance
The opportunity to decide who inherits what is forfeited.
Marriage
The surviving spouse 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.
How we help you
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
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
Draft your will today
Get in touch to find out more
Complete the form to be contacted.
Download the Sanlam Legacy Plan brochure
| Bouwer Du Plessis Sanlam Financial Planner 0824655569 Make contact on my digital business card |
ESTATE ADMINISTRATION
Supporting your loved ones, when it matters most.
In-house teams
In-house teams manage estates directly, ensuring a more efficient administration from start to finish.
Integrated conveyancers and tax practitioners
Integrated conveyancers and tax practitioners work alongside the estate team, reducing duplication and helping improve turnaround times.
Claims and estate administration are managed together
Claims and estate administration are managed together, helping to streamline the process and reduce unnecessary delays.
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 receive regular updates throughout the administration process, providing greater clarity on the progress of the estate.