The Will Interview

START THE JOURNEY TO YOUR WILL

There is no doubt in our minds that you can already visualise the type of will you wish to have drawn up to protect the inheritance of your loved ones and beneficiaries. We would nevertheless appreciate you quickly answering four simple click-only questions to enable us to more adequately assess your testamentary needs and make informed recommendations:

  • What should happen to your estate (belongings) upon your death?
  • Would the inheritance of minor children or others need to be managed by a trust for a certain time or indefinitely?
  • Are you a Shareholder in a Company or Partner in/Owner of a Formalised Business Unit?
  • Are you currently a founder, trustee or beneficiary of an existing trust?