Will Drafting Form

Our comprehensive will drafting service is designed to give you peace of mind.

For a once-off fee of R650 (ex VAT) per individual or R1 000 (ex VAT) per couple, you will receive the following benefits:

Secure Storage: Your will will be safely kept in our secure business vault for as long as we are your appointed executor.
Free Will Amendments: Enjoy three free will amendments to ensure your will stays up-to-date with your evolving needs.
Annual Check-in: Receive an annual email check-in to confirm that your will is still aligned with your wishes and current circumstances.
Exclusive Updates: Stay informed with our monthly newsletter, keeping you updated on important news regarding estates, wills, trusts, and our business developments.

Let us help you create a will that protects your legacy and gives you peace of mind for the future.

Please provide your information below to start the will drafting process:

"*" indicates required fields

Name*

First Last

ID Number*

Email Address*

Contact Number*

Address of your primary residence*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Estate Duty*

For estate duty purposes, is your net estate worth over R3.5 million

Do you have Life Cover*

Your Marriage Status*

Executor

We recommend having us as your executor to help with effective and timeous estate administration

Appoint Marsh Fidelity as your executor*

If NO please provide the full name of your chosen executor*

First Last

Legacy Items

If you had any special assets you would like to leave to specific people, e.g. Wedding Rings:

Name of asset

Full name of person

Beneficiaries to your Estate*

Who would you like to inherit your estate after special bequests have been considered? List below:

Full name of chosen beneficiary

Percentage inheritance

Substitute Beneficiaries*

Who would you like to inherit your estate if the primary beneficiaries predecease you? List below:

Full name of chosen substitute beneficiary

Percentage inheritance

Guardians

Who would you like to be the guardian(s) of your minor (under the age of 18) child(ren). If your children are over 18 then not to worry. List full names:

Disposal of remains*

Whether you would like to be buried, cremated, donate your organs or another method.

Would you like a living will?*

Will Drafting Form

Please provide your information below to start the will drafting process:

Executor

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