Estate planning
Estate planning ensures your assets are distributed as per your last wishes after your death.
Winding up the estate of a loved one can be emotional and fraught with legal hurdles. Our estate administration services take care of the entire estate administration process removing the pressure from your family.
Momentum Trust can help with:
- Getting your Will drafted and kept in safe custody.
- Ensuring there's no cash shortfalls in your estate.
- Trust administration to protect the interests of your minor children.
How it works?
Estate planning is a process that ensures you secure the financial future of the people who depend on you, after you pass away.
The importance of estate planning in South Africa
Let's face it. Nobody wants to spend time planning for when they're gone. But what happens if you don't? Without an estate plan, you don't get to choose who gets everything you've worked for your whole life.
If you want to be the one making those decisions, then you need an estate plan. And when there are so many factors outside your control, it's essential to spend time planning for the things youcan control.
This ensures that your assets end up where you want them to be and reduces transfer delays.
You get to create liquidity
Having enough cash in your estate ensures executor and administration fees will be covered.
You nominate your executor
Take comfort in knowing that an executor you can trust will always have your estate and beneficiaries' interests in mind.
Momentum Trust contact details
All our services are under one roof, from Will drafting, trust administration to deceased estate administration.
Email us: [email protected]
Momentum Trust FAQs
Find answers to our most frequently asked questions related to drafting a Will, estate planning, deceased estates and Momentum’s Estate Provider Benefit.