Your Legacy

should be love, not a legal battle...

Many people delay drafting or updating their will until it’s too late. Without a valid will, your loved ones could face legal delays, frozen accounts, and financial stress during an already painful time.

Don’t leave your family confused.

Leave behind clarity, care, and a clear plan.

Join the 30% who prepare and protect their legacy.

Make sure your assets go where you intend and are not distributed via intestate succession.

We wholeheartedly know that losing a loved one is hard enough without having to worry about finances. That's why we're offering a complimentary Last Will and Testament and consultation to help you and your family protect your assets and legacy. Drafting your will is one of the most important things you can do for your family, and our team of experts are here to make the process as simple and stress-free as possible. We'll guide you to enable you to make informed decisions around your estate planning and show you how to safeguard your assets against estate fees and taxes.

Protect inheritances and provide certainty

Drafting a Last Will and Testament should not be a complicated task. We can draft your Will and get it back to you within 48 hours. There is no cost to draft your Will, keep an original version in safe custody, or do any future amendments.

Cover the cost of dying

Education is imperative. We will discuss and calculate your real cost of dying and show you how you can plan for these costs. The unique solution can indemnify you against executor fees, testamentary trust fees, and conveyance attorney fees and provide for other expenses that arise when you pass away.

Estate administration

We offer a full in-house estate administration service with highly qualified staff members across the country. We have dedicated estate consultants who walk the entire estate administration journey with you. We finalise estates in an average of 9 to 12 months, significantly faster than the industry standard of 12 to 24 months.

Place your will and estate planning in our hands

Give your family peace of mind

When you're facing the loss of someone close, your world can feel overwhelming. What you need most is support, clarity, and guidance exactly when it matters most. Without a clearly outlined and legally sound Will and Estate plan, families are often left dealing with unexpected stress, legal complications, and financial burdens. We're here to ensure that doesn't happen to you. Our dedicated team helps you plan ahead, identifying any potential shortfalls that could leave your loved ones vulnerable. With the right preparation today, you give your family the gift of peace so they can focus on healing, not handling paperwork.

Convenient

We work entirely around your schedule. Whether it's a casual chat at a coffee shop, a quick video call, or a home visit after hours, we meet you wherever and whenever suits you best. Your will and estate planning should happen on your terms.

Quick

Using smart technology and efficient systems, your personalised Will is delivered to your inbox within 48 hours. It’s a simple, no-stress process so you can get the peace of mind you deserve, faster.

Comprehensive

Whether your situation is simple or involves trusts and corporate structures, we’ve got you covered. No matter how complex your needs, we’ll offer clear, practical solutions tailored to your life.

Cost-Effective

We offer free drafting, updating, and safekeeping of your Will. We also break down the true cost of dying covering executor, trustee, and legal transfer fees so we can recommend a smart, affordable monthly plan. Let us simplify your estate planning.

Ready to take the next step?

Connect with a trusted LPi Advisor today.

Theunry Van Staden

Financial Advisor

Choosing a financial advisor is a significant decision, and we are here to make that choice easier for you. With a personalised approach that truly understands your goals, we craft strategies tailored to your unique financial situation. Our commitment goes beyond numbers we’re dedicated to ensuring your family’s financial security and helping you achieve your dreams. Every decision is made with your best interests at heart, offering clear guidance and unwavering support. Building a legacy of wealth and security for generations to come is our focus!

Get in touch with me

Phone: 27833667662

Whatsapp: Click here

Make an appointment: Book now

The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872

Copyright 2025 LPi. All rights reserved.

Your Legacy Should be love, not a legal battle

Many people delay drafting or updating their will until it’s too late. Without a valid will, your loved ones could face legal delays, frozen accounts, and financial stress during an already painful time. Don’t leave your family confused.

Leave behind clarity, care,

and a clear plan.

Join the 30% who prepare and protect their legacy.

Ensure your assets are distributed as intended, not through intestate succession.

We wholeheartedly know that losing a loved one is hard enough without having to worry about finances. That's why we're offering a complimentary Last Will and Testament and consultation to help you and your family protect your assets and legacy.

Drafting your will is one of the most important things you can do for your family, and our team of experts are here to make the process as simple and stress-free as possible.

We'll guide you to enable you to make informed decisions around your estate planning and show you how to safeguard your assets against estate fees and taxes.

Estate Services - Mobile Only

Protect Inheritances And Provide Certainty

Drafting a Last Will and Testament should not be a complicated task. We can draft your Will and get it back to you within 48 hours. There is no cost to draft your Will, keep an original version in safe custody, or do any future amendments.

Cover The Cost Of Dying

Education is imperative. We will discuss and calculate your real cost of dying and show you how you can plan for these costs. The unique solution can indemnify you against executor fees, testamentary trust fees, and conveyance attorney fees and provide for other expenses that arise when you pass away.

Estate Administration

We offer a full in-house estate administration service with highly qualified staff members across the country. We have dedicated estate consultants who walk the entire estate administration journey with you. On average, we are able to wind up estates between 6 and 9 months compared to the industry norm of between 12 and 24 months.

Place your will and estate planning in our hands

Give your family

peace of mind

When you're facing the loss of someone close, your world can feel overwhelming. What you need most is support, clarity, and guidance exactly when it matters most. Without a clearly outlined and legally sound Will and Estate plan, families are often left dealing with unexpected stress, legal complications, and financial burdens.

We're here to ensure that doesn't happen to you. Our dedicated team helps you plan ahead, identifying any potential shortfalls that could leave your loved ones vulnerable. With the right preparation today, you give your family the gift of peace so they can focus on healing, not handling paperwork.

Convenient

We work entirely around your schedule. Whether it's a casual chat at a coffee shop, a quick video call, or a home visit after hours, we meet you wherever and whenever suits you best. Your will and estate planning should happen on your terms.

Quick

Using smart technology and efficient systems, your personalised Will is delivered to your inbox within 48 hours. It’s a simple, no-stress process so you can get the peace of mind you deserve, faster.

Comprehensive

Whether your situation is simple or involves trusts and corporate structures, we’ve got you covered. No matter how complex your needs, we’ll offer clear, practical solutions tailored to your life.

Cost-Effective

We offer free drafting, updating, and safekeeping of your Will. We also break down the true cost of dying covering executor, trustee, and legal transfer fees so we can recommend a smart, affordable monthly plan. Let us simplify your estate planning.

Ready to take

the Next Step?

Connect with a trusted LPi advisor today.

Theunry Van Staden

Financial Advisor

Choosing a financial advisor is a significant decision, and we are here to make that choice easier for you. With a personalised approach that truly understands your goals, we craft strategies tailored to your unique financial situation. Our commitment goes beyond numbers we’re dedicated to ensuring your family’s financial security and helping you achieve your dreams. Every decision is made with your best interests at heart, offering clear guidance and unwavering support. Building a legacy of wealth and security for generations to come is our focus!

Contact me

Whatsapp: Click here

Book a meeting: Click here

The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872

The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872

Copyright 2025 LPi.

All rights reserved.