Momentum Estate Plan
An estate plan is a reliable way to protect your loved ones, wishes, and legacy. The Momentum Estate Plan makes estate planning simple! It's a complete solution combining revolutionary estate protection and leading Wills, trusts and executor services to secure your legacy effortlessly.
- Get a professionally drafted Will with options for complex needs.
- Get comprehensive estate protection instantly with built-in cover for administration costs, death taxes, and liquidity.
- Access expert in-house executor and trust administration services.
Speak to a Momentum accredited financial adviser to get the Momentum Estate Plan today.
What is an estate plan?
A comprehensive estate plan isn’t just a Will or a life-insurance policy. It includes essentials such as a Will, testamentary trust, and estate administration. Together, they form a clear game plan for what must happen after you’re gone.
Comprehensive estate planning isn’t only for the wealthy, but many people avoid it because of the complicated, drawn-out process. If you have assets and dependants, an estate plan is the most secure way to ensure your loved ones are cared for, the costs of dying are covered, and your wishes are carried out. With these safeguards in place, you put your intentions into action, stay in control of who receives what, and spare your family unnecessary stress.
Overlooked costs of dying include:
- Death taxes: Estate duty and Capital Gains Tax (CGT) are often levied on your assets after you die. These taxes may erode your estate value and reduce the inheritance you wish to leave to your loved ones.
- Administrative fees:These fees are charged for settling a deceased estate and managing a testamentary trust, covering the professional fees and taking care of the legal and financial processes after you pass away.
- Unexpected expenses: This includes funeral costs, outstanding debt and other liabilities.
Why choose the Momentum Estate Plan?
It’s a simplified approach to comprehensive estate planning!
World-class Will drafting services
Get your Will professionally drafted by a financial adviser, printed and signed at your nearest PostNet branch, and couriered to us for safekeeping - all free with the Momentum Estate Plan!
Built-in estate protection
Get instant cover* that indemnifies your estate against death taxes, costs and trust fees, plus a Family Cash payout for unexpected expenses. *Applies to personal estates valued between R1 million and R20 million.
Access to fiduciary expertise
Access our expert trust administration and executor services, supported by an experienced team dedicated to managing your estate efficiently and giving your loved ones peace of mind.
Benefits you won’t find elsewhere
Beyond standard estate protection features, the Momentum Estate Plan provides exclusive benefits that make your estate plan more effective, while keeping things simple and convenient.
Built-in Will drafting and estate administration
Choosing the built-in Wills and fiduciary services available on the Momentum Estate Plan gives you a complete and efficient estate-planning solution. If you already have a Will and wish to select your own executor and trust administrator, the Momentum Estate Plan still works perfectly as standalone estate protection.
Market-leading estate protection
We’ve added revolutionary features to power up your estate protection: Cover Transfer passes your cover to your surviving spouse automatically. Inheritance Booster adds extra value for heirs upon a surviving spouse’s death, and the Estate Booster gives extra liquidity if death taxes are below 15% of your Insured Estate Value.
A quick, hassle-free estate planning process
Get your Momentum Estate Plan done swiftly. From drafting your Will to calculating estate cover and securing trust administration and executor services, the estate planning process is smooth and efficient from start to finish.