Financial Planner, English Tutor & Author


Be Will Wise

Introduction

Statistics indicate that about 70% of South Africans pass away without a valid will.

Our purpose is to change that and educate South Africans on the importance of having a will and assist them in having one created by legal professionals for FREE.

A legal will shall provide peace of mind and ensure that their estate is divided in accordance with their wishes, with legal fees and other costs factored in.

 

The process to arrange for a FREE will to be drafted is straightforward and stress-free:

 

  1. Initial Contact:

Phone me, message me on WhatsApp or Facebook Messenger, or email me and I shall have Sanlam Legacy call you to arrange an appointment with the Testamentary Consultant.

 

  1. Consultation:

The Consultant will visit you, gather all the information needed and then draft your will.

Your will will be sent to you to print and have signed.

You can send a copy to Sanlam Legacy to store it for you, also for FREE.

 

3. If further Planning Needs are identified:

I shall be informed and contact you, either in person or online.

 

 

Introduction to Estate Planning

Estate planning involves planning in how your assets will be managed and distributed after your death. It includes creating legal documents such as wills, trusts, and living wills to ensure your wishes are honoured and your loved ones are taken care of.

 

Importance of Having a Will

A will is a crucial document that specifies how your assets will be distributed. Without a will, the state will decide how to allocate your estate, which may not reflect your wishes and can lead to family disputes. A will ensures that your intentions are clearly documented and legally enforced.

 

Understanding a Living Will

A living will is a document that outlines your medical treatment preferences in case you become incapacitated and cannot communicate your wishes. It covers critical decisions such as life support, resuscitation, and palliative care, ensuring that your medical care aligns with your values and desires.

 

Our Services 

 

At Be Will Wise and through our association with Sanlam, we offer a comprehensive range of estate planning services:

 

Drafting Wills: We help you create a legally binding will that reflects your wishes.

 

Setting Up Trusts: Our experts assist in establishing trusts to manage and protect your assets.

 

Appointing Guardians: We help you designate guardians for your minor children.

 

Creating Living Wills: We guide you through documenting your medical treatment preferences.

 

Contact Us

Let's Get Started

Please contact us with any questions you may have or to request for a Testamentary consultant to visit you and draw up your will.

 

Contact Number: 064 511 4657

What’s App Number: 064 511 4557

Email Address: ian.gildenhuys@sanlam4u.co.za

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