Wills Management

Planning for the future, today!

Rockfin Estate Wills Management & Advisory helps you by creating a comprehensive Will to deal with your assets and provide for your loved ones after your death. You owe it to yourself and your family to plan ahead now, for the distribution of your assets upon your death. Creating a Will is an important responsibility, and yet too many South Africans – 70% of the working population – do not have a Will in place. The reality is that anything can happen, and it’s important to be prepared. If you plan your estate and how your assets will be distributed once you pass away, you’re taking significant steps toward securing the financial future of the people that matter most to you in life.

Why Choose Rockfin as your Wills Management Advisory?

Analyse

Comprehensive analysis of your assets and wishes.

Plan

Detailed Plans working in your best interest.

Protect

Fail-safe mechanisms that protect your estate.

How We Can Help

With Rockfin, wills are one of the main aspects of every estate plan, even if you don’t have substantial assets. Wills help to ensure that property is passed according to an individual’s wishes (if drafted according to laws). However, simply having a will isn’t enough. The wording of the document is critically important. A will should be written in a manner that is consistent with the way you’ve bequeathed the assets that pass outside of the will. For example, if you’ve already named your sister as a beneficiary on a retirement account or insurance policy (assets that typically pass outside of a will to a named beneficiary), you don’t want to bequeath the same asset to a second cousin in the will. It could lead to a will contest. Not to mention that both individuals could be bitter toward each other (and you) for involving them in a legal battle.

(For further insight, see our affiliate, Wills Factory – Why You Should Draft A Will. )
– See more at: www.willsfactory.co.za 

Does your estate plan measure up? A simple, pre-packaged will kit may not be enough.

Create an Estate Plan with My-Fin that will give you peace of mind.

F.A.Q

Why do I need a Will?

It’s often said that you can’t anticipate what life has in store for you, but you can make sure that your loved ones are taken care of when you are no longer around. Drafting a professional Will can ensure that upon your death, your wishes are carried out. A properly drafted Will ensures that possessions of monetary and sentimental value are protected and distributed appropriately.

What happens if you don’t have a Will at the time of your death?

A Will allows you to nominate a trusted executor, appoint heirs of your choice and even nominate guardians for your minor children. Ultimately, a Will is the foundation of any estate plan. In the case of someone dying without a Will, the Master of the High Court will appoint an executor since no-one would have been nominated. The executor’s first duty is to locate a Will if there is one; if your will cannot be found among personal papers, the estate must be administered as if no Will has been drawn up.

What is an executor?

An executor is someone you select in your Will to carry out the instructions set out in your Will and help to handle the winding up your estate. Kobus van Schalkwyk, Head of Legal at Standard Trust Limited says:

“Even if you know that you need to appoint an executor, you need to think carefully before you decide who is going to represent your estate in that capacity. Family friends are usually appointed, but we fail to realise that a friend might not understand the complexities and legalities needed to manage your estate effectively. As such, wrong decisions can be made that will harm your estate.”

For More Information