Decide who inherits
Record who should benefit from your estate instead of leaving distribution entirely to intestate succession rules.
Book a no-cost consultation with a specialist will-drafting partner and take a practical step towards protecting the people and legacy that matter to you.
Start with two quick indicators before booking.
Without a valid will, South African intestate succession law determines how your estate is distributed. A properly drafted will lets you record your choices and gives your family clearer direction.
State who should inherit from your estate instead of leaving distribution entirely to intestate succession rules.
Discuss guardianship and testamentary-trust considerations where children or vulnerable beneficiaries are involved.
Review your will when relationships, dependants, assets or personal circumstances change.
A properly drafted will gives the people left behind clearer instructions.
Record who should benefit from your estate instead of leaving distribution entirely to intestate succession rules.
Discuss suitable arrangements for minors and when a testamentary trust may be appropriate.
Record your wishes regarding the care of minor children, subject to the applicable legal process.
Consider property, business interests, investments and meaningful personal possessions.
Discuss who should administer the estate and the practical responsibilities involved.
Give the people left behind clearer written direction during an already difficult time.
Premier Finance introduces you to the specialist partner. The partner then handles the will consultation and drafting process with you.
Complete the form with your contact details so your request can be followed up.
Discuss your family, assets, beneficiaries and the wishes you want the will to record.
Check the drafted will and follow the specialist’s instructions for valid signing and witnessing.
A practical overview helps the specialist understand your circumstances.
Your full names, identification details and marital status.
Partners, children and anyone who relies on you financially.
A practical overview of property, accounts, investments, debts and business interests.
The people or organisations you may wish to benefit.
Your wishes for minor children if this is relevant to you.
Any current will, trust documents or related estate-planning information.
“A will is more than a list of assets. It is clear direction for the people who may need it most.”
Premier Finance facilitates the introduction to its specialist will-drafting partner. The partner provides the consultation, prepares the will and explains the next steps.
Start with a free specialist consultation and have your will professionally drafted at no cost.
Understand the referral, consultation and drafting process before sharing your details.
Yes. Your specialist consultation and the professional drafting of your will are provided at no cost. The specialist will discuss your circumstances, prepare your will and guide you through reviewing and signing it correctly.
Premier Finance refers your enquiry to a specialist will-drafting partner. The partner conducts the consultation, drafts the will and guides you through the signing requirements.
A valid will records how you want your estate dealt with. Without one, your estate is distributed under South African intestate succession law.
Yes. A review may be appropriate after marriage, divorce, a birth, beneficiary changes, major asset changes or other important life events.
The specialist can discuss whether a testamentary trust may be appropriate for minor, elderly or disabled beneficiaries.
A specialist partner will contact you to discuss your circumstances and arrange the next step in the will-drafting process.
Complete the form and a specialist partner will follow up to arrange your will-drafting consultation.