Momentum Estate Plan
One complete solution to secure your legacy.
The Momentum Estate Plan is an all-in-one-solution designed to handle all the practical realities of settling your estate. Benefit from industry-first estate protection that guarantees liquidity and professional support - all for an affordable monthly premium.
- Get comprehensive estate protection instantly with built-in cover for administration costs, death taxes, and liquidity.
- Get a legally executable Will, drafted by professionals.
- Access expert in-house executor and trust administration services.
Speak to a Momentum consultant to get the Momentum Estate Plan today.
Compare estate protection plans in South Africa
A Will records your wishes, but it doesn't guarantee liquidity to cover unavoidable estate costs. Without guaranteed liquidity and legal support, your loved ones could be left with significantly less than intended.
See how the Momentum Estate Plan goes beyond a Will to provide legacy protection and support your inherence planning goals.
Last Will and Testament
- Asset distribution instructions
- Executor nomination
- Stated beneficiaries and guardians
- Professional trust administration
- Professional estate administration
- Provides liquidity for urgent expenses, estate costs
Momentum Estate Plan
- Professionally drafted, executable Will
- Safekeeping of your Will
- Professional estate administration
- Professional trust administration
- Immediate cash payout to cover urgent expenses
- Indemnifies your estate for costs related to death taxes, executor fees, estate duty and more.
Guarantee your family’s future with industry-first estate protection
The Momentum Estate Plan bridges the liquidity gaps with an industry-first solution that guarantees protection against the immediate, unavoidable costs of dying. From legal and administrative fees to taxes and funeral expenses, we’ve got it covered - so your loved ones don’t have to pay them out of pocket.
Plus, we've added these revolutionary features to strengthen your estate plan:
- Cover Transfer: Automatically passes your cover to your surviving spouse, ensuring continuity of protection.
- Inheritance Booster: Enhances the value passed on to your heirs when your surviving spouse passes away.
- Estate Booster: Provides additional liquidity if death taxes are below 15% of your Insured Estate Value.
Why choose the Momentum Estate Plan?
We’ve simplified estate planning into one hassle-free solution - covering your Will, trusts, estate cover, and administration. With built-in flexibility and expert support at every step, you can secure your legacy quickly and with confidence.
What you’ll get:
World-class Will drafting services
Get your Will professionally drafted by a Momentum consultant, printed and signed at your nearest PostNet branch, and couriered to us for safekeeping - all free!
Built-in estate cost cover
Get instant cover* for death taxes, estate costs and trust fees, plus a Family Cash payout for unexpected needs. Already have a Will, nominated executor, or a trust administrator? The Momentum Estate Plan works as standalone estate protection.
*Applies to personal estates valued between R1 million and R20 million.
Access to trust and estate expertise
Access our expert trust administration and executor services. Our experienced team manages your estate efficiently, giving your loved ones peace of mind.