We allow for the pre-payment of executors fees allowing us to provide executor services at no
fee for Estates smaller than R250 000
Estate Plan provides a will drawn up by an attorney and an executor at time of death for a nominal
Provides a will drawn up by an attorney
Provides an executor at time of death
What makes our product different is that we allow for the
executors fees allowing us to provide, through our attorney network, executor
services for client’s families for either no fee for Estates smaller than R250 000 or with up to a
20% discount on larger Estates.
Our focus is in the Mining, Industrial, Security, Insurance, Funeral and Legal sectors who
have clients or staff who would benefit from our services. The service is offered as either a
standalone product or as an added benefit to current or new products.
Estate Plan was birthed in 2009 with the desire to provide a service to the general
public and organisations that would alleviate the administrative burden and subsequent delay in
We believe that today Estate Plan provides a departure from the traditional estate
planning environment and provides the perfect solution for the majority of South African’s.
The perfect product is one that is relevant, simple and unique. We believe Estate Plan
is all of these and more.