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:
- Secure your legacy and protect loved ones from financial burdens with a comprehensive Estate Plan.
- Carry out your final wishes with Will drafting and deceased estate administration.
- Protect the interests of beneficiaries who depend on you with Trust administration.
Need help on how to start securing your legacy? Connect with a Momentum consultant to start an Estate Plan conversation.
What is estate planning?
Estate planning is about protecting your legacy and preparing for the costs that come with death. Without a clear plan- including a valid Will, a way to cover the costs of dying, and a trusted executor to manage and distribute your assets - your family could face unnecessary stress, delays, unexpected expenses, and even disputes. These challenges can reduce what your loved ones inherit and add tension during an already difficult time.
Whether it’s your home, car, savings and investments, or the people and pets who depend on you, estate planning ensures your hard-earned assets go exactly where you want. It gives you peace of mind, knowing your loved ones will be cared for when you’re no longer here.
Find the best estate planning solution for your needs
What are the 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.
You choose your beneficiaries
This ensures that your money and assets end up where you want them to be and reduces transfer delays.
You’re financially prepared
Having enough cash in your estate ensures you can settle debt and cover executor and administration fees.
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.
Industry-leading expertise
Our estate planning services are trusted for their expertise, care, and professionalism.
Personalised estate planning
We understand every legacy is unique and tailor our services to your specific needs and goals.
Advice-driven partnership
We work hand-in-hand with trusted financial advisers to deliver a holistic estate planning solution.
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8 MIN READStart your Estate Plan conversation
Ready to take steps to secure a legacy for your loved ones? Our consultants are ready to help you get stared with the Momentum Estate Plan.