Online wills for estates below R10 million
We believe that a valid will, with clear and concise instructions, is one of the most important documents a client will prepare in his or her lifetime - regardless of the value and composition of the estate. While we understand that larger estates require a more bespoke solution, we have partnered with Lighthouse Trust & Corporate to provide financial planners with a seamless online offering aimed at estates valued below R10 million.
To use this service for your clients, you will initially be required to register as a financial planner and will need to select Old Mutual Wealth Fiduciary Services in the brokerage field. Upon completion, you will receive login details granting you access to this user-friendly system that will allow you to draft basic wills that have been compiled according to our rigorous guidelines and therefore fully comply with the Wills Act.
Click here* to access this online wills capability
*For the best viewing experience, please use Google Chrome web browser