What Is Wills & Estate Planning

We are experts in the drafting of wills and establishing trusts. Our services include providing practical advice and preparing testamentary documents, as well as guidance on all related issues. This includes drafting trust deeds and registering trusts with the Master of the High Court.

How It Works

  • 1 Consultation

    Understanding your needs
    You explain to us your unique circumstances, your family,
    and your requirements. 
    This enables us to guide you with
    the correct legal advice from the start and to build a clear
    understanding of your estate.

    2 Information gathering

    Building the full picture
    We get the full picture of your current estate by enquiring
    about details of your assets, liabilities, and intended
    beneficiaries. This enables consideration of the executability
    of your wishes and to build a clear understanding of your estate.
  • 3 Drafting your will

    Creating a tailored plan
    We draft a customised, legally compliant Will based upon your instructions, ensuring your wishes are clearly documented and aligned with current legal requirements.

    4 Review & signing

    Finalising your wishes
    We review the draft document with you, make any necessary adjustments, and oversee the formal signing to ensure your Will is valid and enforceable.
  • 5 Secure storage

    Keeping it protected
    We ensure your Will is stored safely and advise you on secure
    storage options so it can be easily accessed when needed,
    while maintaining protection and peace of mind at all times.

    6 Estate administration

    Carrying out your wishes
    Our office will stay in touch and enquire on a yearly basis
    whether your Will still reflects your personal circumstances
    and whether any updates or adjustments are required.

SECURE YOUR FAMILY'S FUTURE

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FAQ's

A Will ensures that your assets and possessions are distributed according to your wishes. Without a Will, your estate will be distributed according to law, which may not reflect your intentions or provide for your loved ones as you would prefer.
If you pass away without a Will, your estate is distributed according to legal rules, and the court will appoint someone to manage your estate. This process can be more complex, costly, and may not align with your wishes.
Your Executor should be someone trustworthy, responsible, and capable of managing financial matters. This could be a family member, friend, or a professional such as a lawyer or trust company.
Yes. You can update your Will at any time by creating a new Will or adding a formal amendment (codicil). It’s important that any changes are done correctly with legal guidance.
Your Will should be stored in a safe and secure place, such as with your lawyer or in a safety deposit box. It is important that your family or Executor knows where to find it.
A Power of Attorney is a legal document that allows someone you trust to manage your affairs if you are unable to do so yourself, whether temporarily or permanently.
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