Protect What Matters Most. Plan Your Legacy Today.

Give your loved ones clarity and leave a legacy that lasts. Our experts will guide you through the process, making estate planning quick, easy, and personalized to protect what's most important to you.

Protect What Matters Most. Plan Your Legacy Today.

A Word from Our Members

Find the Plan for You Protect What Matters Most. Plan Your Legacy Today.

Real People,
Real stories Peace of Mind

"I decided to create my will because my kid was already 3. I kept putting it off, so I made it my new years resolution. It feels good to know that everything is taken care of."

Pieter Steyn. Pieter, his wife, Anna, and their kid Lucas...

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Meet the Steyns

They're passing down generations of hard work, love, and support

Estate Planning

70% of South Africans die without a valid will. Don’t be a statistic. Start your plan now.

Free will drafting and unlimited amendments along with collection and safekeeping of signed wills.

Set up a Trust.

Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.

Prevent lengthy and costly probate processes

Protect your assets and loved ones

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Protect What Matters Most. Plan Your Legacy Today.

Write a Will.

Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.

Clearly outline asset distribution

Specify guardianship for minor children

Minimize potential family conflicts

Protect What Matters Most. Plan Your Legacy Today.

The Probate Process

Effortless Estate Administration

The process can be overwhelming, adding financial and emotional strain. We make sure that your family aren't alone in this journey.

Probate is personal.

We provide a dedicated case manager to guide you through every step of the process.

Dedicated case managers

Document preparation and review

Plan includes legal navigation

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Learn More About Probate Protect What Matters Most. Plan Your Legacy Today.

Everything you need to settle an estate with confidence.

"I felt completely supported throughout the process. I received all of the documents I needed... When I had questions, I received an answer within 24 hours. The one time I was thoroughly confused by what the court wanted, Wills & Trust scheduled a phone call to help me unravel it."

Our Services

Expert support, one question at a time.

Write

Will drafting at no cost done by experts along with personalized guidance, and specialized trust creation. Secure safekeeping of signed wills, all with a fast 48-hour drafting turnaround.

Cover

Get a protection plan for estate fees, along with additional cover options like liquidity to provide financial security for families. Flexible plans and extenders ensure comprehensive coverage for various needs.

Administer

In-house estate team efficiently handles estate administration when a plan is taken which covers legal fees and can provide liquidity benefits, reducing delays. Smooth estate management and regular beneficiary updates throughout the process.

Specialized needs

Shari’ah-compliant wills in full islamic compliance Trusts of all nature built to protect your assets and assist your family with their unique needs.

Member Reviews

Affordable estate plans. Priceless peace of mind.

Two generations cook, passing down recipe, symbolizing legacy transfer akin to estate planning princ…

"We felt like a weight lifted knowing such an important step was complete."

Bill

Member since 2012

Couple in kitchen with fresh produce, symbolizing nurturing prep for legacy planning, including will…

"I chose Wills & Trust because of their easy-to-use website and great customer service."

Fatima

Member since 2023

Mother and child laughing together with a sense of security, representing the peace of mind that com…

"We felt very positive about securing our child's future with the process."

Brendan

Member since 2023

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FAQs

Common questions.

Why is it important to have a will?

Without a will, your assets will be distributed according to intestate succession laws, which might not reflect your wishes.

This can lead to delays, family disputes, and additional costs for your loved ones. A will allows you to:

Clearly state your wishes for how your assets should be distributed, minimizing the chance of conflict among family members.

Nominate guardians for your children, ensuring they are cared for by the people you trust.

Establish trusts to protect your assets, providing long-term financial security for your beneficiaries.

Do I need a plan?

The plan is an insurance solution designed to cover the costs associated with winding up your estate. These costs, which can be substantial, include:

  • Executor fees: Paid to the person or company responsible for administering your estate.
  • Conveyancing fees: Charged for transferring ownership of property.
  • Estate taxes: Payable on the value of your estate.

Ensuring that your beneficiaries receive their inheritance in full, without having to bear the burden of these expenses.

Ensuring that your children's education is funded, even if you are no longer there to support them.

What types of trusts are on offer?
  • Children's Trust: Protects your children's inheritance until they reach a specified age, ensuring their financial well-being.
  • Widow's Trust: Provides financial security for your spouse while protecting assets for your children's future inheritance.
  • Provider's Trust: Safeguards the inheritance of beneficiaries with special needs, ensuring they receive lifelong care and support.
How do we help connect generations and ensure a lasting legacy?

We believe that a legacy is more than just money. It's about passing on values, providing for future generations, and leaving a positive impact on the world. We help our clients achieve this through:

Fill out our contact form and our representative will call you back shortly.

Protect What Matters Most. Plan Your Legacy Today.

Contact us today.