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:
- Carry out your final wishes with Will drafting and deceased estate administration.
- Protect the interests of beneficiaries who depend on you with Trust administration.
- Secure your legacy and protect loved ones from financial burdens with a comprehensive estate plan.
Need help on how to start securing your legacy? Connect with a financial adviser to begin an estate planning conversation.
What is the estate planning process?
The estate planning process is a lifelong journey to ensure your legal and financial affairs reflect the legacy you wish to leave behind. It includes:
Start your estate planning journey
Will drafting
Draft an executable Will with Will drafting services that ensure your wishes are clear and carried out as planned.
Momentum Estate Plan
Secure your legacy effortlessly with a complete solution combining revolutionary estate protection and leading Wills, trusts and executor services.
Estate cover
The Estate Provider Benefit covers the cost of dying. Use the estate duty calculator to calculate shortfalls in your estate.
Trust administration
Our Trust administration services protect your assets through succession planning for beneficiaries who depend on you, including minors and those with disabilities.
Deceased estate administration
We offer executor services and deceased estate administration to settle deceased estates in South Africa according to a Will and intestate succession.
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.
Latest blog articles
Top reasons to create a Living Will
8 MIN READContact Momentum Trust
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:
- Carry out your final wishes with Will drafting and deceased estate administration.
- Protect the interests of beneficiaries who depend on you with Trust administration.
- Secure your legacy and protect loved ones from financial burdens with a comprehensive estate plan.
Need help on how to start securing your legacy? Connect with a financial adviser to begin an estate planning conversation.
What is the estate planning process?
The estate planning process is a lifelong journey to ensure your legal and financial affairs reflect the legacy you wish to leave behind. It includes:
Start your estate planning journey
Will drafting
Draft an executable Will with Will drafting services that ensure your wishes are clear and carried out as planned.
Momentum Estate Plan
Secure your legacy effortlessly with a complete solution combining revolutionary estate protection and leading Wills, trusts and executor services.
Estate cover
The Estate Provider Benefit covers the cost of dying. Use the estate duty calculator to calculate shortfalls in your estate.
Trust administration
Our Trust administration services protect your assets through succession planning for beneficiaries who depend on you, including minors and those with disabilities.
Deceased estate administration
We offer executor services and deceased estate administration to settle deceased estates in South Africa according to a Will and intestate succession.
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.
Latest blog articles