5 steps to an effective will

South Africa’s National Wills Week 2019 takes place between September 16-20 to emphasise the importance of drafting a will as part of a comprehensive estate planning process. Ecsponent is supporting this initiative, not just for Wills Week, but for the month of September, by offering information and the opportunity for you to have your will drawn up for free.

Here are your 5 simple steps to a lasting legacy:

01. When to review your legacy plan and update your will

Changing circumstances may dictate the need to change your will or update your estate planning. Here are examples of life events when you may consider reviewing – and/or changing – yours.

02. Plan an effective Will

The heart of an estate plan is determining what will happen to your property if you become incapacitated or when you pass away.

03. Prepare to create/update your Will

Having a professional will prepared is an important part of your legacy planning. It is an important legal document that has a significant impact on how your family, or those dearest to and dependent on you, live after you die.

04. Other types of Wills

Understanding the differences between Living Wills and Offshore Wills is critically important to motivate the right decision for you and your family.

05. Using a Trust in planning your legacy

Inter Vivos or Testamentory Trusts – what are they and how do they influence the planning of your Will?

01. Time

01. When to review your legacy plan and update your will

Changing circumstances may dictate the need to change your will or update your estate planning. Here are examples of life events when you may consider reviewing – and/or changing – yours.

02. Plan

02. Plan an effective Will

The heart of an estate plan is determining what will happen to your property if you become incapacitated or when you pass away.

03. Prepare

03. Prepare to create/update your Will

Having a professional will prepared is an important part of your legacy planning. It is an important legal document that has a significant impact on how your family, or those dearest to and dependent on you, live after you die.

04. Types

04. Other types of Wills

Understanding the differences between Living Wills and Offshore Wills is critically important to motivate the right decision for you and your family.

05. Trusts

05. Using a Trust in planning your legacy

Inter Vivos or Testamentory Trusts – what are they and how do they influence the planning of your Will?

The Lasting Gift Guide to Estate and Financial Planning

The Lasting Gift Guide to Estate and Financial Planning is designed to help you understand the impact of what you leave behind, what you choose to give away, and all the complexities surrounding them.

Ecsponent Wills Guide