Wills

Your will is your final word and your final act of responsibility.

It lets your loved ones know how you have remembered them, it tells your dependants how you have provided for them, and it should make sure that those tasked with winding up your estate have all the information they may need to do so easily and expeditiously – with the minimum distress and trauma.

When we go away on holiday most of us leave strict instructions about who should look after the pets, mow the lawn, feed the goldfish, do the kids’ lifts and pay the bills. I think it’s fair to say that most of us put more effort into planning what will happen while we are away on holiday, than for what will happen when we die.

Are you prepared for the inevitable event of your own death? Have you thought about who will be there to comfort and provide for your children, arrange your funeral and tie up all your affairs after you are gone?

When you die, someone must make arrangements for your dependants, your animals and your staff. They must claim on any relevant insurance policies, cancel your subscriptions and your phone contracts, close your bank accounts, notify SARS of your death and possibly even take responsibility for running your business whilst your estate is being wound up (which is often a year or more). It’s a time consuming and thankless task. It’s bad enough if you leave behind detailed instructions for them – and it’s completely terrifying if you don’t!

Reduce the burden on your loved ones by leaving them with detailed and clear instructions about how your affairs should be wound up upon your death. Let me help you.

 

As part of my services, I will:

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Provide you with a detailed Will Questionnaire to ensure we capture all information relating to your estate so that we can properly advise you.
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Hold an initial consultation to discuss your affairs in more detail.
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Assist with the drawing up of your Last Will and Testament.
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Ensure that your Will is properly and validly executed in accordance with the provisions of the Wills Act.
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Provide you with a comprehensive estate plan analysis detailing the major factors to be considered in planning for your death, including:

  • The consequences of your marital regime
  • The governing law applicable to your marriage
  • Issues arising from the location of the various assets in your estate
  • Issues relating to the age and number of any dependants
  • The advisability (or not) of creating a will trust
  • The availability of liquid funds upon your death to meet cash requirements (tax, debts, bill, cash bequests etc.)
  • Estate duty and capital gains tax calculations etc.