Estate planning
Estate planning ensures your assets are distributed as per your last wishes after your death.
Winding up the estate of a loved one can be emotional
and fraught with legal hurdles.
Our estate administration services take care of the
entire estate administration process removing the
pressure from your family.
Momentum Trust can help with:
- Getting your Will drafted and kept in safe custody.
- Ensuring there's no cash shortfalls in your estate.
- Trust administration to protect the interests of your minor children.
How it works?
Estate planning is a process that ensures you secure the financial future
of the people who depend on you, after you pass away.
The importance of estate planning in South Africa
Let's face it. Nobody wants to spend time planning for when
they're gone. But what happens if you don't? Without an estate
plan, you don't get to choose who gets everything you've worked
for your whole life.
If you want to be the one making those decisions, then you need
an estate plan. And 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 assets end up where you want them to be and reduces transfer delays.
You get to create liquidity
Having enough cash in your estate ensures executor and administration fees will be covered.
You nominate your executor
Take comfort in knowing that an executor you can trust will always have your estate and beneficiaries' interests in mind.
Momentum Trust
contact details
All our services are under one roof, from Will drafting, trust administration to deceased estate administration.
Email us: [email protected]
Got any questions?
Find answers to our most frequently asked questions related to drafting a Will, estate planning, deceased estates and Momentum’s Estate Provider Benefit.
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