Learn before you decide

Resources & guides

Understand your options before you commit to anything. Clear, jargon-free explainers for South African families and business owners — and a free tool to estimate your estate costs.

Free tool

Estate Cost Estimator

Executor's fees, estate duty, Master's fees and CGT — see roughly what winding up your estate could cost, in under a minute.

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Guides

Plain-language explainers

Wills & Trusts6 min

Do I need a will, a trust, or both?

A plain-language look at when each one matters — and how they work together.

Read guide

Deceased Estates7 min

What happens when someone passes away?

The deceased estate process in South Africa, step by step, explained simply.

Read guide

Tax6 min

Understanding estate duty & capital gains tax at death

How these two taxes touch your estate — and how planning manages them.

Read guide

Trusts

Is a family trust right for you?

Coming soon

Trustees

A trustee's duties, in plain English

Coming soon

Planning

Reviewing your will after a life change

Coming soon

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