Estate Planning

At some point, we come to the realization that we will be absent from the lives of our loved ones, this happens either through our demise or incapacity. Estate planning is where we ensure that our loved ones are financially protected, that there is no unnecessary leakage of wealth over what was painstakingly built up over a lifetime and if there is a legacy, that legacy is continued on.

Last Will And Testament

Importance: High
Cost: Low
Advantages: Freedom of choice with regards to who gets what; avoidance of intestacy rules
Recommendation: Mandatory

This is a vital document that sets out your intentions on how your assets should be managed and distributed. The main advantage of drawing up such a document is to ensure that your assets are not distributed by the intestate rules which may lead to unintended consequences or beneficiaries. It is of the utmost importance that your Will be drafted clearly and executed correctly. With our platform, your Will is reviewed by lawyers to give you that peace of mind.