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Legacy Protection Plan

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PROTECT YOUR LEGACY WITH THE MOST COST-EFFECTIVE WILL, LEGACY PLANNING PRODUCTS, AND ESTATE ADMINISTRATION.

LEGACY PROTECTION PLAN™

This complete solution is the first of its kind in South Africa. You can guard your legacy and protect your family from the financial burden of expenses and taxes payable when you pass away. 

LEGACY SERVICES™

Planning your legacy and how you will go about protecting your legacy requires specific knowledge and services. These services include: Will Administration, Trust Administration, Estate Administration and Succession Planning™, which we provide to all our Clients.

INDEMNITY PLAN™

Cover the fees of the Executor, Testamentary Trust, Conveyance Attorney and Non-estate Assets Administration with an Indemnity Plan™ best suited to the value of your Estate.

EXTENDERS
IMMEDIATE LIQUIDITY™

Cash paid to your dependants to cover immediate expenses

ESTATE OVERHEADS PROTECTOR™

Cash paid to your dependants to cover immediate expenses

MYLEGACY COVER™

Life cover designed to leave a lasting legacy

ESTATE GAP COVER™

Cover for the increased costs to the Estate should both Spouses pass away

OUR SIMPLE THREE-STEP PROCESS
CONSULTATION

Draft your Last Will and Testament


CALCULATION

Identify your unique fees and expenses at death

INDEMNIFICATION

Cover all these fees and expenses at an affordable premium

LEGACY SERVICES™
COMPLETE SUITE OF SERVICES FOR YOUR WILL, TRUSTS, ESTATE AND SUCCESSION PLANNING™
YOUR WILL

A valid and up-to-date Will is one of the most important documents you should have in place. We make the process of Will-drafting extremely convenient, and easy from simple to complex Wills including Worldwide and Offshore Wills. There is no fee for drafting your Will and no charge for amendments, Will collection and safe custody

Last Will & Testament

Will Collection

Secure Custody & Amendments

Worldwide Will

Offshore Will

Sharī’ah-compliant Will

YOUR ESTATE

We alleviate all the pressure your family may experience when a loved one passes away. Our Estates are wound up within 6 to 9 months. We also harness a unique Relationship Model to enhance communication during this difficult time.

Estate Administration

Executor Appointment

Offshore Asset Transfers

Policy Claim Services

Property Transfers

Estate Consultant

YOUR TRUST

Guard your Beneficiaries’ inheritances through a Trust. Our experts help you navigate the complexities of Estate, tax and Succession Planning™. We offer various purpose-driven Trusts to find the best-suited solution for you and your loved ones.

Widow’s Trust

Provider Trust

Children’s Trust

Inter Vivos Trust

Trustee Appointment

Trust Administration

YOUR SUCCESSION

We provide expert advice which is complemented through us offering all the essential services through one point of contact - the Succession Planner. The services we provide include Trust administration, company administration, accounting services and expert advice

Wills

Companies

Inter Vivos Trust

Legal

Tax

Offshore

Accounting

Estate