Draft Your Will

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To begin, select the type of will you'd like to draft

Single

A single will is a document incorporating the instructions of one person, which deals with the disposal of his/her estate at his/her death.

Joint

A joint will is a document incorporating the instructions of two persons, which deals with the disposal of their estates at the death of either or both of them. At the death of the first person, it is advisable that the surviving spouse should renew their will as soon as possible.

Should you wish to avoid the red tape, we would advise you to draw up two single wills right from the start.

No Will Type selected. Please select a Will Type to continue.

Please Enter Your Personal Details

Client 1
 
Preferred method of communication

Estate

Total value of all property and assets in which an individual had an interest at the time of his/her death, excluding retirement funds, RAs' and policies nominated to be paid out to beneficiaries outside the estate. The gross estate figure is the gross value of a person's estate before the deduction of liabilities like debt and taxes.

Client 2

Estate

Total value of all property and assets in which an individual had an interest at the time of his/her death, excluding retirement funds, RAs' and policies nominated to be paid out to beneficiaries outside the estate. The gross estate figure is the gross value of a person's estate before the deduction of liabilities like debt and taxes.

 

Marital Status

What is your marital status?

Type of Marriage

Spouse Details

 

Additional

Please select your burial preference

Please note that your preference is not binding, it is merely a wish in addition to your will.

Letter of wishes (Optional)

This is only a letter of wishes and not a legally binding document. It will not be included in your will but will be attached as a separate document when we email your online will to you.
This letter merely states your wishes and is not legally binding.

Please complete all fields to continue.

Add Beneficiary Details

It's important that you add the specific details of your beneficiaries to ensure that your assets are distributed to the correct person(s) should something happen to you.

Do you have children?

Please provide the details of your children

If they are minors, what age will they inherit?

Who will your estate be left to?

Please specify

Please provide the names of the charities you would like to leave your estate to

Please provide details of your preferred heir

Please provide details of an alternative preferred heir should the initial preferred predecease the testator.

Please complete all fields to continue.

Estate Executor

For a nominal annual fee of R57.50, Sanlam Trust will act as the executor of your estate and provide you with the following services:

  • Expert management of your estate and any testamentary trusts
  • A 5% discount on executor's fees (terms and conditions apply)
  • Safe storage of your will in a vault
  • Free revision of your will on request
  • A free living will on request. A living will allows you to detail your desires regarding medical treatment when you are terminally ill or permanently unconscious and no longer able to express informed consent, making things easier for your family.

Banking Details

With your permission, Sanlam Trust will debit your account with an annual safe custody fee of R57.50. Please provide the details of the relevant bank account:

Account Type

Debit Order Authorisation

Please complete all fields to continue.

Life Insurance

A high percentage of estates turn out to be insolvent, with debts exceeding assets, and despite having a will, your dependants may be left with nothing. Even worse, your dependants can be left with outstanding debts to repay. You can prevent this by ensuring that you have sufficient life cover.