Estate Planning Resources
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Estate planning resources help you understand how your assets will be distributed, what legal documents are required, and how to protect your family from unnecessary financial and administrative complications.
A will sets out how your assets should be distributed after your death and can also include guardianship wishes for minor children and other important estate instructions.
Your estate will be distributed according to the Intestate Succession Act, which may not reflect your personal wishes and can create additional complexity for your family.
Retirement fund benefits are generally distributed according to pension legislation and the trustees’ assessment of dependants and nominees, which means they do not automatically follow the instructions in your will.
Estate duty is a tax that may apply to the dutiable value of a deceased estate above certain thresholds. Proper estate planning can help manage the impact of estate duty on beneficiaries.
A trust may be considered for asset protection, succession planning, providing for beneficiaries, or managing wealth across generations, depending on your specific financial and family circumstances.
You should review your will regularly and update it after major life events such as marriage, divorce, the birth of children, acquiring significant assets, or changes in your financial situation.
Yes. Estate planning can be coordinated with shareholder agreements, buy-and-sell arrangements, business assurance, and succession planning to help ensure continuity and an orderly transfer of ownership.
A comprehensive estate plan may include a will, trust documents, beneficiary nominations, powers of attorney, insurance policy details, asset records, and instructions relevant to your estate and family.
Our resources are written for the South African environment and are backed by independent financial planning expertise, helping you understand wills, trusts, estate duty, beneficiary planning, and legacy strategies before making important estate decisions.