Estate Planning

Having a Last Will & Testament is an essential component of financial planning. It alleviates enormous complications and delays in the administration of your Estate should you pass away. Whether your life is simple or complex, it is imperative to have an Estate plan in place. Direct Financial Planning has the expertise and partnerships needed to meet all your Estate Planning needs.

Ensure your legacy is protected with a legally sound Last Will & Testament. Our advisors help South Africans draft and update their wills to ensure that their assets are distributed according to their wishes.

A Living Will allows you to outline your medical preferences should you become incapacitated. We assist South Africans in drafting Living Wills that reflect their healthcare choices, ensuring peace of mind for you and your family.

Set up a Trust to protect your assets and provide for your family. Our team offers expert advice on Trust creation and management, helping South Africans safeguard their wealth for future generations.

We provide professional Estate Administration services, ensuring that your loved ones' estates are managed efficiently and in accordance with South African law.