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1estateplan.co.za
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Our goal at Estate Plan is to ensure that you are prepared in the event of your ***, allowing you to embrace your life today. Using the new technological wave of e-Planning we ensure that you can answer the question that everyone asks themselves: “Am I fully prepared and will those close to me be in any way burdened when I die?” Your secure Estate Plan system will make sure you can answer this question in a simple, integrated and cost-efficient manner. The Estate Plan Profile Each member will create a specific profile which will include personal, legal and financial information. The profile can be updated from anywhere in the world 24 hours a day with access to the site only allowed via password and one-time pin (OTP) number verification. An integral part of the Estate Plan system is the member’s nominated executor and executor’s assistants. When a member dies, Estate Plan is informed online by an executor’s assistant. We then distribute the member’s Estate Plan Profile and all relevant legal documents to the executor and a step-by-step guide in what to do with supporting documentation to the executor’s assistants.

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