A professionally drafted will, reviewed as life changes.

A will drafted on a template or scribbled on a form is where the trouble starts: unclear wording, an invalid signature, or a clause the Master’s Office rejects. We make sure yours is valid, clear and properly executed.

And a will isn’t a once-off. Marriage, divorce, a new child, a new property or a business all change who should inherit and how. We review yours as your life changes, so it always reflects your wishes.

Shari’ah-compliant wills are available for clients who need their estate distributed according to Islamic law, drafted to be both faith-aligned and legally valid in South Africa.

Estate liquidity: why families are forced to sell.

A will says who gets what. It doesn’t pay the bills that fall due when you die, and those bills can force your family to sell the very assets you wanted them to keep.

Executor fees

The executor who winds up your estate can charge up to 3.5% + VAT of the gross estate value. On a R4m estate that’s over R160,000, payable before your heirs receive a cent.

Estate duty & costs

Estate duty (20% above the R3.5m abatement), capital gains tax, conveyancing and Master’s Office fees can add up fast, and they’re due in cash, not in property.

The forced sale

If there isn’t enough cash, the family home, the car or investments get sold to cover the shortfall, often quickly and at a poor price. Liquidity cover prevents exactly this.

Read: why families are forced to sell the house →

The rest of a proper estate plan.

A will is the centre of the plan, but a few more pieces make sure your wishes actually hold and your family is guided through the process.

Testamentary trustsProtect an inheritance for minor children until they’re old enough to manage it, instead of it sitting with the Guardian’s Fund.
Guardian nominationName who will raise your children if you and your partner are gone, one of the most important decisions a will lets you make.
Executor guidanceWe help your family work with the executor and the Master’s Office, so the estate is wound up correctly and without unnecessary delay.
Beneficiary alignmentWe make sure your life policies and retirement funds name the right beneficiaries, so they pay out directly and don’t clash with your will.

★★★★★

“My father passed without enough cash in his estate and we nearly lost the family home to executor fees and duty. When my own time came to plan, Preevees made sure my children will never face that.”

Anna S. · Durban North · Client since 2012

Fiduciary services.

Getting the paperwork of a lifetime right, so what you’ve built moves to the right hands, quickly and without unnecessary cost.

Fiduciary products

Estate Planning: A structured plan for how your assets are owned, protected and transferred, so your estate settles quickly and your family keeps more of what you built.
Wills: A professionally drafted, legally valid will that records exactly who inherits what, and appoints the right executor and guardians.
Trusts: Structures that hold and protect assets for your beneficiaries, from minor children to complex estates, with continuity beyond your lifetime.

Give your family clarity, not a courtroom.

In one sitting we’ll draft or review your will and check whether your estate has the liquidity to protect what you leave behind.

Book a free consultation →Fund your estate