Momentum Fiduciary Services launches state-of-the-art online will drafting system in South Africa designed by DPL Professional

Jeffrey Wiseman

Momentum Fiduciary Services has successfully launched my-will, an online will management system available to all financial advisers. The system has been developed for Momentum by DPL Professional, a leading UK-based specialist software company with over

Momentum Fiduciary Services is a specialised unit within Momentum Wealth, with a team of highly skilled fiduciary and tax specialists. In partnership with financial advisers, they offer specialist estate planning and tax advisory services, will drafting and safe custody, trust drafting and registration, and, trust and estate administration to clients.

Jeffrey Wiseman, Head of Momentum Fiduciary Services, explains: “With this end-to-end system, financial advisers can now go online and be guided through a process to prepare high-quality wills that are tailored to meet their clients’ specific requirements – all in the comfort of their office. DPL Professional gave us exactly what we wanted – a logical, easy-to-use system that safely guides advisers and clients through what would otherwise be a complex process. We are delighted with the final product.”

Alistair Cree, MD, DPL Professional, adds: “We believe that my-will will change the way the South African financial services industry delivers wills drafting services. Clients need a professional wills service, but turnaround time is often an issue. With this internationally proven system, Momentum Fiduciary Services now enables financial advisers to offer an interactive, bespoke service – from instruction to the signed will”.