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This Wills Week; 16 – 20 September 2024, Clientèle Legal is here to help you take control of your legacy. Drafting a Will is easy — and as a Clientèle Legal client, you can do this anytime as part of your policy benefits. We are extending this offer to all our loyal Funeral, Health, Savings and Perks clients. All our loyal clients can draft their Will for FREE,** do the right thing! By having your Will drawn up with Clientèle Legal, you can ensure your estate is handled according to your wishes, avoiding the risks of intestate succession. This simple step protects your family’s financial future and helps prevent potential conflicts and delays. ​​​

Life is unpredictable, and while South African law provides a framework for distributing estates without a Will, this process can lead to complications and unintended consequences for your loved ones. According to an article on News24, less than 15% of South Africans die with a valid Will,* which means nearly 75% of South Africans pass away without a valid Will in place, leaving many families to navigate these challenges during an already difficult time. ​​​

Safeguard your legacy and draw up your Will today!

Some tips for drawing up a Will:

1. KEEP IT SIMPLE
Before you start, make a list of your beneficiaries (the people who will receive money or assets) and make a list of everything you want to leave behind. Think about it carefully. Then, collect all the paperwork that might apply, for instance Title Deeds of a house, car ownership papers or insurance policies. Keep it all in one place for simple reference.

2. KEEP IT SPECIFIC
Be as clear as possible when drafting a Will and be very specific about each item on it. Be detailed about each item or amount of money. Leave instructions on where the Will is kept and how people might have access to it. The clearer you are, the less likely that your family or loved ones will be confused or become involved in a fight about your legacy.

3. MAKE IT OFFICIAL
In order for a Will to be valid, it has to be in writing and signed by you and two witnesses. Keep a copy for yourself and inform the executor (person appointed to deal with your estate) of where they can access a copy. Make sure all your personal details are on the Will, as well as copies of your Identity Document. This will help the executor and your loved ones so they don’t have to search for it when the time comes.

Download our Free Will Self Help Guide and Will Template.

*Source: News24, 2024
** Terms and Conditions Apply

Please note that this Will is a standard, non-personalised, template that you choose to make use of at your own risk. It is therefore necessary to consult an attorney based on your specific needs. The information available herein is for your personal and non-commercial use only and may not be published, distributed, transmitted nor displayed to third parties without prior written consent from Clientèle General Insurance Limited, an authorised financial services provider and licensed non-life insurer: FSP 34655.
Neither Clientèle General Insurance Limited nor any of its associates shall be held responsible and/or liable for any damages and/or loss sustained, directly or indirectly, by any beneficiary and/or other persons as a result of a Will being invalid or incorrectly drafted by a member of the public, after having consulted this website. Statements or other content in this document must not be construed as advice from Clientèle General to be acted on.

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