Will drafting
Drafting a Last Will and Testament without expert guidance can miss legal details and overlook taxes and fees payable at death. We help you create an executable Will, backed by an Estate Plan, so your family isn’t left with legal complications, delays and unexpected bills during a difficult time.
Our Will-drafting services are designed to help you:
- Partner with a Momentum consultant for an executable Will that leaves no legal and financial details overlooked.
- Turn your Will into an Estate Plan that guarantees cover for the costs of dying and secures a legacy for your loved ones.
- Store your Will safely and create a free Living Will to honour your medical choices when you can’t speak for yourself.
What is an executable Will?
When looking at how to draft a Will in South Africa, the most critical factor is ensuring it can be put into action. A Last Will and Testament that fails this test, leaves your family unprotected against legal errors, heavy taxes, and unexpected fees at death - a reality many families discover when it’s too late. An executable Will is a valid Will backed by a robust Estate Plan. It guarantees that a trusted executor can carry out your exact wishes, your beneficiaries are cared for, and there are sufficient funds to cover the often-overlooked estate expenses, taxes, and liabilities.
Create a Will that works with expert financial guidance
Whether you’re creating a simple or complex Will, or updating your current one, the Momentum Estate Plan makes it easy to draft an executable Will that fits your life, your legacy, and your financial plan - in just 3 simple steps.
Book a consultation
Our consultants can help you create an Estate Plan aligned with your goals. Schedule an Estate Plan conversation with us today.
Calculate the cost of dying
Estimate the costs of dying with our estate duty calculator and speak to a consultant to ensure your Estate Plan covers legal fees and more.
Secure your legacy
Secure your legacy effortlessly. The Momentum Estate Plan turns your Will into a full estate plan with estate protection, trusts, and executor services at an affordable monthly premium.
Take extra steps to protect your Will
Our simple and affordable Wills services provide added peace of mind for you and your loved ones, removing the guesswork when you're no longer able to speak for yourself. With the Momentum Estate Plan, these services are included at no extra cost
Get your Will signed, sealed & delivered at PostNet
Get your Will witnessed, kept in safe custody, and securely stored until needed. Visit your nearest PostNet store to get your Will printed, signed, and couriered to us for safekeeping – for free!
Safekeeping of your Will
Keep your Will safe from theft, loss or damage. For just R115 a year (incl. VAT), our safe custody services give you peace of mind, knowing your original Will is easily accessible and stored securely. Plus, make free Will updates when your circumstances change.
Draft a free Living Will
When you draft your Last Will and Testament with Momentum Trust, you can draft a Living Will at no extra cost. This ensures your healthcare wishes are followed if you ever become incapacitated. A Living Will honours your medical choices and spares loved ones from tough decisions.