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Wills, Trusts and Estates

Sanlam has partnered with Sanlam Trust, part of the Capital Legacy Group and a Sanlam associate,  to offer you fiduciary services and help you plan for the financial well-being of your loved ones, while you still can. This includes expert advice on wills, trusts, estates, and related services.

Need assistance?

If you have any questions or want to discuss your wills, trusts and estate-related needs, call us on

021 036 4179

Requests for consent to share information will originate from
087 050 0160 or 021 036 4179.



Willshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/wills.aspxWillsSanlam Trust provides professional advice on drafting wills in South Africa. We also provide financial peace of mind when planning your estate’s distribution.A will gives details of how you want your assets to be distributed after you die. It represents peace of mind.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/wills_card_image.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/wills_card_image.jpg
Online Willhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/online-will.aspxOnline WillSanlam’s Online Will is simple and straightforward. Complete the online form to generate your will, and return the original signed copy to our head office.If you require a straightforward will, our online will is exactly what you need. It is easy to complete.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/online_wills_card.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/online_wills_card.jpg
Trustshttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/trusts.aspxTrustsEnsure that your assets are well preserved and efficiently managed with a trust from Sanlam. Our trusts include family inter vivos and testamentary trusts.A trust offers an efficient way of ensuring that your assets are preserved and managed by the right people.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/trusts_card.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/trusts_card.jpg
Guardian Trusthttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/guardian-trust.aspxGuardian TrustYou can safeguard all policy proceeds for your children with a guardian trust from Sanlam. You’re welcome to enquire online or contact us on 0860 726 526.Get peace of mind that your children will be the beneficiaries of your life policy proceeds in the way you intended.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/guardian_trust.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/guardian_trust.jpg
Beneficiary Fundhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/beneficiary-fund.aspxBeneficiary FundRequest a Sanlam Trust Beneficiary Fund on behalf of your minor children to allow the transfer of benefits in the event of death of a retirement fund member.If you are the parent of a minor, a beneficiary fund is definitely worth factoring into your financial planning.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/beneficiary_fund.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/beneficiary_fund.jpg
Estate Administrationhttp://www.sanlam.co.za/personal/financialplanning/willstrustsestates/Pages/estate-administration.aspxEstate AdministrationSanlam provides assistance in the process of estate administration and winding up the affairs of the deceased. Enquire online or contact us on 0860 726 526.In the unfortunate event of a loved one passing away, the details of their estate need to be processed properly.http://www.sanlam.co.za/personal/financialplanning/willstrustsestates/PublishingImages/estate_admin_card.jpg, /personal/financialplanning/willstrustsestates/PublishingImages/estate_admin_card.jpg

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