Online wills for estates below R10M

21 October 2020 Old Mutual Wealth Fiduciary Services

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 larger estates require a more bespoke solution, Old Mutual Wealth Fiduciary Services has partnered with Lighthouse Trust and Corporate to provide financial planners with a seamless online offering aimed at estates valued below R10 million.

To use this service, financial planners will initially be required to register and will need to select Old Mutual Wealth Fiduciary Services in the brokerage field. Upon completion, financial planners will receive login details granting them 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)

Quick Polls


What is your one-liner for the 2024 National Budget speech?


Creepy failure to adjust income tax, medical tax credits
Overall happy, it should support economic growth
Overall unhappy, soaring public sector wages and broken SOEs suck..
There are too few taxpayers, too many grant recipients.
fanews magazine
FAnews February 2024 Get the latest issue of FAnews

This month's headlines

On the insurance industry’s radar in 2024
Insurers, risk managers unsure of AI’s judgement credentials
Is offshore the place to be in 2024?
Gap claims: erosion of medical benefits, soaring specialist fees
Investments and retirement… is conventional wisdom under threat?
Subscribe now