What is Freedom of Testation and why is it important?

The principle of freedom of testation states that every person may legally decide what happens to their own estate after death. Practically, this means that everyone may create a will at any time throughout their life to make their wishes and instructions known when they die. A person who makes a will is known as […]

The Bloody Hand Rule: Unworthiness to Inherit

The South African legal system is heavily influenced by Roman-Dutch law, which was brought to our land by Dutch settlers in the 17th century, and is now one of our primary sources of law known as common law. One of the significant common law principles relating to inheritance from deceased estates in South Africa is […]

Challenges of Deceased Estate Administration in South Africa

Deceased Estate administration in South Africa

Deceased estate administration is the legal process of finalising a deceased person’s estate. This includes validating the deceased’s will (if one exists) and granting authority to an executor to take control of the deceased’s assets and administer the estate. In South Africa, the Master of the High Court issues the letters of executorship to an […]

Be cautious of executors and institutions who write wills for free

Caution

There are executors and institutions out there offering to write people’s will for free. While having your will recorded is of course highly important, I encourage you not to nominate and appoint an executor on your will simply because they offer you this one service for free. Your executor is going to play an important […]

Handwritten Letters: Why You Must Leave One In Your Will

Leave Handwritten letters in your Will

Handwritten letters from loved ones have great power in helping us to process loss. They also offer us comfort and strength for what lies ahead. We often gain comfort from people we trust and direct family members are often our most trusted confidants, having access to written words from them therefor really helps with the […]

A Life File: Helping your family in your absence

How to create a life file - easy to use downloadable template

A Life File (or ‘File of Life’) is a document that contains important facts and information about you, your significant others, your properties and vehicles, and your life and health policies. When you pass, your executor is able to use this information to efficiently wrap up your affairs. Please note that a Life File is […]

What Is A Digital Will and Why Should You Have One?

Marsh fidelity what is a digital will

A digital Will tells your executor what to do with your online assets when you die. It’s a document that focuses on what you would like to have said and done with your online memberships and accounts. Do I really need a Digital Will? A digital Will isn’t as crucial as a Last Will And […]

Estate Planning: Why You Should Create A Letter Of Wishes

Marsh Fidelity Letter Of Wishes

While most of us know that it’s important to plan for the smooth handover of your estate when you pass, not everyone considers how valuable it would be to leave a last letter. Did you consider one while conducting your estate planning? This letter – a ‘letter of wishes’ – is something that you attach […]

Dealing with Loss and how to grow around grief

dealing with loss - tying up your loved ones estate

When I was seven years old, I was in a tragic car crash. This crash impacted and directed my life in so many ways. Dealing with the loss I faced was challenging but I never lost hope. My empathetic approach to life and business is founded on my personal experience.  A Season Of Grief My […]