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personal financial planning and advice wills and trusts

What is estate planning?

Estate planning is the process by which a person arranges and manages his estate so that he, his family and other beneficiaries may obtain the maximum benefits and enjoyment from the estate – both during his lifetime, and after his death.
What's in it for you?

A properly structured estate will ensure that:

  • There is sufficient liquidity (cash) in your estate to pay for all outstanding debts and estate costs
  • Provision is made for sufficient capital and income for your dependents
  • Your estate assets are distributed according to your wishes, as contained in your Last Will and Testament

If you need help drawing up a will, give us a call on +264 (0) 61 299 3612.

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What goes into a will?
  • You appoint an Executor of your choice, to take care of the winding up of your estate and affairs after the date of your death
  • You nominate a guardian for your minor children
  • The written instructions ensures a relatively uncomplicated way of distributing assets, plus, succession takes place according to your wishes
  • A protection mechanism (Testamentary Trust) can be created in the Last Will and Testament
  • Ensure the document complies with all the legal requirements for a valid Will, as set out in the Wills Act 7 of 1953
  • Inform your lawyer or spouse where the document is kept
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Need help with your will?Download our comprehensive Will application form.
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    Copyright Old Mutual Limited 2020
    Disclaimer  Privacy Policy
    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.