WEALTH STRATEGIES
Tomorrow Isn't Promised.
Protect your family | Protect Your Legacy
Not all hero's are immortal!
Have confidence knowing that your family will be taken care of after you are gone.
Your WILL & TESTAMENT is probably the most important document you'll ever sign.
we come to you
No need for you to travel. Our specialists come out to your work or home at your convenience.
free consultation
The drafting of your Will is 100% FREE as well as any changes or amendments, and the collection and safekeeping of your Will.
save on fees
Save on: Executor Fees, Testamentary Trust Fees, Conveyance Attorney Fees, and Policy Claims Administration.
DID YOU KNOW?
- Nearly 75% of South Africans pass away without a valid or up-to-date Will in place. This has devastating consequences for their family.
- Most people don't think about or plan for the legal expenses associated with dying including Executor fees, conveyancing fees, and Trust fees. Lack of planning can financially cripple your Estate and erode your intended legacy.
- Estates can take many months, often years, to wind up. We pride ourselves in an average of between 6 and 9 months turnaround time on Estates - more than half the industry average time.
- Your Will isn't valid if you haven't signed it correctly and had it witnessed by two independent parties. An invalid Will is as bad as having no will.
- Drafting your last Will and testament doesn't have to be a difficult or complicated process. Our consultants meet you where it is convenient for you.
- If you want to leave an inheritance for your minor children, the best way to protect it is through a Trust. Without this, their inheritance could end up going to a Government Guardian's Fund or to their legally appointed Guardian.
- Upon death, your bank account is frozen making it difficult for your family to transact.
-
A witness to your will cannot be a beneficiary of your Will. This means that if your Spouse has witnessed your will, it will be rejected by the courts as invalid.
- Nearly 75% of South Africans pass away without a valid or up-to-date Will in place. This has devastating consequences for their family.
- Most people don't think about or plan for the legal expenses associated with dying including Executor fees, conveyancing fees, and Trust fees. Lack of planning can financially cripple your Estate and erode your intended legacy.
- Estates can take many months, often years, to wind up. We pride ourselves in an average of between 6 and 9 months turnaround time on Estates - more than half the industry average time.
- Your Will isn't valid if you haven't signed it correctly and had it witnessed by two independent parties. An invalid Will is as bad as having no will.
- Drafting your last Will and testament doesn't have to be a difficult or complicated process. Our consultants meet you where it is convenient for you.
- If you want to leave an inheritance for your minor children, the best way to protect it is through a Trust. Without this, their inheritance could end up going to a Government Guardian's Fund or to their legally appointed Guardian.
- Upon death, your bank account is frozen making it difficult for your family to transact.
-
A witness to your will cannot be a beneficiary of your Will. This means that if your Spouse has witnessed your will, it will be rejected by the courts as invalid.
We make it quick and easy to draft or update your Last Will & Testament.
Rod Wells is the owner and adviser at Wealth Strategies. He is a CERTIFIED FINANCIAL PLANNER® professional, having entered the Financial Planning industry in 1992, while building his experience as an independent financial planner and wealth manager since 2000.
He has approved a specialist Will drafting and deceased estate administration firm to assist you by taking care of drafting your Will. One of their expert consultants will be contacting you soon.
