tst
retail-pre.momentum.co.za
menu
Individual | Corporate Contact us Log in
search
Happy young couple on a couch with a laptop, planning their legacy as part of the estate planning process. Happy young couple on a couch with a laptop, planning their legacy as part of the estate planning process.

Estate planning

Death isn't easy to think about, but planning for it can ease the burden on your loved ones and ensure they're cared for.

Our estate planning services can help you:

Need help on how to start securing your legacy? Connect with a financial adviser to begin an estate planning conversation.

Get advice none

What is the estate planning process?

The estate planning process is a lifelong journey to ensure your legal and financial affairs reflect the legacy you wish to leave behind. It includes:

Making a list of your assets and liabilities Take stock of the things you currently own and what you owe.
Creating a Will State who you want to inherit your property, name a guardian to care for young children should something happen to you, nominate who will be the executor of your estate and how your assets will be distributed. Safeguarding your Will is a necessary step to ensures your legacy is protected.
Covering the costs of dying Estate cover ensures you have enough money in your estate to cover unforeseen cash shortfalls like administrative and professional fees to settle your estate.
Appointing an estate planning professional A trusted financial adviser can assist you with a well-constructed estate plan according to your financial goals and needs to ensure your assets are securely and efficiently distributed to your beneficiaries and your costs of dying are covered.

Start your estate planning journey

Will drafting

Draft an executable Will with Will drafting services that ensure your wishes are clear and carried out as planned.

Learn more

Momentum Estate Plan

Secure your legacy effortlessly with a complete solution combining revolutionary estate protection and leading Wills, trusts and executor services.

Learn more

Estate cover

The Estate Provider Benefit covers the cost of dying. Use the estate duty calculator to calculate shortfalls in your estate.

Learn more

Trust administration

Our Trust administration services protect your assets through succession planning for beneficiaries who depend on you, including minors and those with disabilities.

Learn more

Deceased estate administration

We offer executor services and deceased estate administration to settle deceased estates in South Africa according to a Will and intestate succession.

Learn more

Benefits of estate planning

Estate planning puts you in charge of your legacy during your lifetime and when you’re no longer around. When there are so many factors outside your control, it's essential to spend time planning for the things you can control.

Happy married couple with their two young daughters enjoying quality time outdoors, confident that their legacy has been secured for their chosen beneficiaries

You choose your beneficiaries

This ensures that your money and assets end up where you want them to be and reduces transfer delays.

A young female professional in the office, calculating her assets and liabilities to ensure there’s enough money in her estate if anything happens to her.

You’re financially prepared

Having enough cash in your estate ensures you can settle debt and cover executor and administration fees.

A client shaking hands with their nominated professional executor beside a gavel and balance scale representing impartiality and legal expertise.

You nominate your executor

Take comfort in knowing that an executor you can trust will always have your estate and beneficiaries' interests in mind.

Why choose Momentum Trust

As part of the Momentum Group, our estate planning services are backed by the long-standing reputation of a leading South African financial services provider – giving you peace of mind for the future.

Red illustration icon of a pen and reading glasses over estate planning related documents, representing financial and legal expertise.

Industry-leading expertise

Our estate planning services are trusted for their expertise, care, and professionalism.

Red illustration icon of a group of people holding hands, representing strong adviser-driven partnerships.

Personalised estate planning

We understand every legacy is unique and tailor our services to your specific needs and goals.

Red illustration icon of a house, representing the estate planning needs and goals of individual households and families.

Advice-driven partnership

We work hand-in-hand with trusted financial advisers to deliver a holistic estate planning solution.

Latest blog articles

A young woman informing her doctor about a living Will she has in place in case something happens to her.

Top reasons to create a Living Will

 8 MIN READ
View all articles

Estate planning FAQs

Estate planning secures your legacy and prepares you for unexpected costs after death. When left unmanaged, the costs of dying can create legal and financial complications that may lead to a reduced inheritance and family tensions. Whether you own a home, a car, financial investments, or have pets or minor children to care for, estate planning helps preserve your hard-earned assets and ensures they are distributed according to your wishes - to the people who matter most.

Estate planning is crucial for all income earners, no matter where you are in your financial journey and should be started as soon as possible.

Estate planning focuses on planning for and managing what happens to your assets and responsibilities after you die or if you become incapacitated.

Financial planning focuses on managing your finances throughout your lifetime to meet your short and long-term goals.

Both are related, and an estate plan should be part of a comprehensive financial plan to ensure you’ve secured your legacy as your life circumstances change, and/or your assets grow.

View all FAQs

Start your estate planning conversation

Ready to take steps to secure a legacy for your loved ones? Let our financial advisers help you with an estate planning solution for your goals.

Get advice

Contact Momentum Trust


0860 000 107

[email protected]

Office hours are Monday to Friday from 08:00 to 16:00. Closed on weekends and public holidays.

We and our selected partners use cookies to enhance and personalise your experience on our website. Please see our cookie policy for more information.

To enhance your user experience on our site, learn more about our supported browsers

Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice.