We are South Africa's leading provider of Wills and have been operating in the fiduciary and financial industries since 2012. Over the last eight years they have provided more than 300 000 clients with Wills and indemnified over R 70 billion in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends.
We draft more than 6 500 Wills for new clients every month and are trusted by more than 4 500 financial advisors countrywide, firmly entrenching our position as the leading provider of Wills in the country and affirming our tagline of "Leave a Legacy".
We created the first-of-its-kind, long-term insurance product, called the Legacy Protection Plan, which protects clients and their families against the exorbitant legal costs and expenses incurred when our client passes away. Our services cover Will, trust, and estate administration as well as succession planning. And through our product and its integrated as well as extended benefits we provide clients' families with a cash benefit after our client passes away, monthly financial provision for ongoing household expenses while the estate is being administered, additional financial provision when both spouses pass away to cover inheritance taxes and life insurance to make sure our clients' loved ones are cared for when they no longer can.