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Wills, Trusts and Estates

As a leading trust company in South Africa, Sanlam Trust offers expert management of deceased solvent estates and living and testamentary trusts.

We will help you set up your will and trust deed; store your will safely and act as executor of your estate and trustee of your trust.

 

 

Willshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/wills.aspxWillsSanlam provides professional advice on drafting wills in SA. Our specialists provide financial peace of mind when planning the distribution of your estate.A will gives details of how you want your assets to be distributed after you die. It represents financial peace of mind for you and those you leave behind.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/Wills_Will_banner.jpg?RenditionID=5, /personal/financialplanning/willstrustsestates/PublishingImages/Wills_Will_banner.jpg?RenditionID=5
Online Willhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/online-will.aspxOnline WillIf you require a will that is simple and straight forward, our online will is exactly what you need. It is easy to complete and you’ll be able to print out and sign your will there and then.http://www.sanlam.co.za/CoZaBannerImages/OnlineWills_banner_content.jpg?RenditionID=5, /CoZaBannerImages/OnlineWills_banner_content.jpg?RenditionID=5
Trustshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/trusts.aspxTrustsEnsure that your assets are preserved and efficiently managed with a well-planned trust from Sanlam. Our range includes family inter vivos & testamentary trusts.A well-planned trust represents an effective solution to transferring your assets, looking after your loved ones and reducing tax on your death.http://www.sanlam.co.za/CoZaBannerImages/Wills_Trust_Banner.jpg?RenditionID=5, /CoZaBannerImages/Wills_Trust_Banner.jpg?RenditionID=5
Guardian Trusthttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/guardian-trust.aspxGuardian TrustSafegaurd policy proceeds for your children with a guardian trust from Sanlam. Enquire online or contact us on: 0860 726 526.Get peace of mind that you children will be the sole beneficiaries of your life policy proceeds in the way you intended.http://www.sanlam.co.za/CoZaBannerImages/Wills_Guardian_Banner.jpg?renditionID=5, /CoZaBannerImages/Wills_Guardian_Banner.jpg?renditionID=5
Beneficiary Fundhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/beneficiary-fund.aspxBeneficiary FundRequest a Sanlam trust beneficicary fund on behalf of your minor children that will allow the transfer of benefit in the event of the death of a retirement fund member.If you are a member of a pension fund, you have the right to request a beneficiary fund, which accepts and administers lump sum death benefits allocated to minor dependants.http://www.sanlam.co.za/CoZaBannerImages/Wills_Beneficiary_Banner.jpg?RenditionID=5, /CoZaBannerImages/Wills_Beneficiary_Banner.jpg?RenditionID=5
Estate Administrationhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/estate-administration.aspxEstate AdministrationSanlam provides assistance in the complex process of estate administration & winding up the affairs of the deceased. Enquire online or contact: 0860 726 526.The administration of deceased estates generally involves winding up the affairs of the deceased and ensuring that the stipulations in the will are carried out.http://www.sanlam.co.za/CoZaBannerImages/Wills_Estate_banner.jpg?RenditionID=5, /CoZaBannerImages/Wills_Estate_banner.jpg?RenditionID=5

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