Estate Preservation Plan

Estate Preservation Plan Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Estate Preservation Plan, Insurance Company, Cnr Alon & Rivonia Roads, Morningside, Johannesburg.

A financial planning solution that ensures that those you leave behind when you die have immediate financial support, that the expenses and fees associated with your estate are catered for, and that your will does exactly what you want it to do.

The will provider is one of our preferred service providers nominated to draft and validate your last will and testament...
27/11/2020

The will provider is one of our preferred service providers nominated to draft and validate your last will and testament. The maintenance and storage element of our will benefit is provided in partnership with the will provider, through Clientèle Life.

It is important to note, that unlike many of our competitors, Clientele Life has no vested interest in these will providers, and each client, through their financial advisor, may select the will provider of their choice.

If your chosen will provider is not on the list of preferred will providers, we will still pay them for drafting your will, subject to an amount limited to the fee amount agreed with Clientèle’s preferred wills providers.

The will provider offers the following professional services to you, our client:
• The once-off drafting of a legally valid and enforceable last will and testament
• The once-off review and legal vetting of an existing last will and testament (not drafted by the service provider)
• The updating and/or amendment of a last will and testament (drafted by service provider)
• The monthly storage and safekeeping of an original last will and testament.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

Clientele remains one of the only independent insurers providing an estate protection benefit, that does not get involve...
25/11/2020

Clientele remains one of the only independent insurers providing an estate protection benefit, that does not get involved with winding up of your estate.

Our nominated executors are companies or individuals with specialist knowledge and expertise in the drafting of wills, and the management of deceased estates.

They provide legal and technical support in relation to the services offered by our will providers, and also act as nominated executors.

The benefit of this approach ensures that no matter where your will is held, or who the executor is, the benefits will still accrue to your estate, and not the trust company.

The Estate Preservation Plan offers flexibility in that you can maintain your insured benefits no matter who wraps up your estate, or even if you change your will with another provider and don’t not notify us. All benefits accrue directly to your estate or nominated beneficiaries as applicable. Another way the Estate Preservation Plan ensures that your legacy is your choice.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

Today we feature the professionals involved in supporting you to make sure that your legacy is your choice.The Estate Pr...
23/11/2020

Today we feature the professionals involved in supporting you to make sure that your legacy is your choice.

The Estate Preservation Plan brings together a range of independent professionals to draft your will, keep it safe, give you the right advice, and when the time comes - administer your wishes according to your will.

These professionals include:
- The financial advisor
- The will provider
- The independent executor
- Clientele Life

Follow us and learn more about the roles of each of these professionals in the coming days.

The 10 costs typically payable when winding up are:1. Advertising costs2. Conveyancing fees3. Rates and taxes4. Master...
20/11/2020

The 10 costs typically payable when winding up are:

1. Advertising costs
2. Conveyancing fees
3. Rates and taxes
4. Master’s fees
5. Taxes
6. Debts (e.g. bond, overdraft, credit cards, store cards)
7. Medical costs
8. Maintenance and accrual claims
9. Funeral costs
10. Executor’s fees

These costs need to be paid out of your estate, and if there aren’t enough funds in your estate to cover the costs, your executor may have to sell your assets or ask your heirs to pay the costs directly.

The Estate Preservation Plan is a solution that makes sure funds are available to pay expenses, and ensures that your heirs aren’t forced to sell any assets and lose the value of your legacy, nor are they obliged to put in any cash.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

To alleviate the financial and traumatic burden on your heirs when you die, the Estate Preservation Plan provides:1. A c...
18/11/2020

To alleviate the financial and traumatic burden on your heirs when you die, the Estate Preservation Plan provides:

1. A choice of cover that is allocated to provide cash for immediate needs, the executor's fees and additional estate-related costs. This way you can avoid your hard-earned assets having to be sold to cover these costs instead of them going to your heirs.
2. Cash to cover the day-to-day household expenses while your estate is being wound up. The first payment is made immediately to prevent the consequences of frozen accounts.
3. The ability to nominate an executor (there is no restriction on who you choose) and negotiate their fee.
4. Cash to use for any costs associated with winding up of an estate (there is no prescription as to where this money can be spent).
5. Payment of the full sum assured you have been paying premiums for, regardless of what the actual costs in your estate amount to.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

The Estate Preservation Plan takes care of the finances within your estate in the following ways:1. By providing cash fo...
16/11/2020

The Estate Preservation Plan takes care of the finances within your estate in the following ways:

1. By providing cash for the executor’s fees, so the estate is not burdened with the cost.
2. By providing cash to pay for the winding up of your estate, preventing the sale of assets to do so.
3. By providing cash to your heirs immediately upon your death, which can be used for funeral costs a well as any medical costs incurred.
4. By providing an income to your beneficiaries for the first 12 months after your death, ensuring they can maintain their lifestyle while your estate wraps up.
5. By offering additional liquidity for your estate to cover incidental costs that may have been overlooked, such as cell phone contracts and store accounts.

𝗧𝗵𝗲 𝗸𝗲𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗼𝗳 𝗼𝘂𝗿 𝗗𝗲𝗮𝘁𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗮𝗹𝗹𝗲𝘃𝗶𝗮𝘁𝗲 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗯𝘂𝗿𝗱𝗲𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗵𝗲𝗶𝗿𝘀Initial Expense BenefitA cash lump su...
11/11/2020

𝗧𝗵𝗲 𝗸𝗲𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗼𝗳 𝗼𝘂𝗿 𝗗𝗲𝗮𝘁𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗮𝗹𝗹𝗲𝘃𝗶𝗮𝘁𝗲 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗯𝘂𝗿𝗱𝗲𝗻 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗵𝗲𝗶𝗿𝘀

Initial Expense Benefit
A cash lump sum of up to R50,000 is paid to your heirs within 24 hours of providing us with your death certificate. You decide how much this lump sum should be, and you can change it as your circumstances change.

Estate Shortfall Benefit
A lump sum is paid out to your late estate that the executor can use to pay for all the costs related to winding up your estate. You decide how much this should be, and you can change it as your circumstances change.

Executor's Fee Benefit
A lump sum is paid to your late estate to fund the cost of an executor, whether you nominate a professional or not. This amount can be a maximum of 3.5% (+ VAT) of the value of your estate.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

According to the Master of the High Court, less than 30% of estates have enough liquidity in them to wind up the estate....
10/11/2020

According to the Master of the High Court, less than 30% of estates have enough liquidity in them to wind up the estate.

Building a legacy can take a lifetime. But without the right planning, this legacy can easily be diminished. What you ultimately intend to leave to your heirs can be drastically reduced because of the costs involved in winding up your estate and what’s more, the burden of paying these costs falls to your heirs. This is why you need the Estate Preservation Plan.

It’s a solution that makes sure funds are available to pay expenses, and immediately caters for your heirs so that they aren’t forced to sell any assets and lose the value of your legacy, nor are they obliged to put in any cash.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

𝗗𝗼𝗲𝘀 𝗖𝗹𝗶𝗲𝗻𝘁𝗲̀𝗹𝗲 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗱𝗿𝗮𝗳𝘁 𝘆𝗼𝘂𝗿 𝘄𝗶𝗹𝗹 𝗼𝗿 𝗰𝗮𝗻 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿?Unlike most of our competitors, we ensure th...
06/11/2020

𝗗𝗼𝗲𝘀 𝗖𝗹𝗶𝗲𝗻𝘁𝗲̀𝗹𝗲 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗱𝗿𝗮𝗳𝘁 𝘆𝗼𝘂𝗿 𝘄𝗶𝗹𝗹 𝗼𝗿 𝗰𝗮𝗻 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿?

Unlike most of our competitors, we ensure that your legacy is your choice. We do not become executors of your estate but are supported by independent professional executors.

You can choose your own supplier if you wish or utilise one of Clientèle preferred suppliers who specialise in wills that you can make use of.

• We pay for the service according to our tariffs (see clientele.co.za).
• Payment will be subject to Clientèle’s terms and conditions for payment.
• The will storage benefit is provided in partnership with your chosen service provider through Clientèle Limited.
• Any alternative service provider that you elect (those not on Clientèle’s preferred supplier list) are not contractually bound to abide by Clientèle’s service levels and standards.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

𝗛𝗼𝘄 𝘁𝗵𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗿𝗲𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻 𝘁𝗮𝗸𝗲𝘀 𝗰𝗮𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗶𝗹𝗹The Estate Preservation Plan makes use of professional service p...
05/11/2020

𝗛𝗼𝘄 𝘁𝗵𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗿𝗲𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻 𝘁𝗮𝗸𝗲𝘀 𝗰𝗮𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗶𝗹𝗹

The Estate Preservation Plan makes use of professional service providers who specialise in all aspects of wills. By partnering with the specialist service provider of your choice, we are able to help you make sure that:

1. Your will is correctly drawn up
The first step is to make sure that you have a will, and the second step is to make sure that it’s drawn up 100% correctly.

2. Your will is executable
Not only does your will need to be signed and witnessed correctly, but there are other considerations that need to be addressed to ensure that your wishes are complied with. Our specialist service providers make sure this is all in order.

3. Your will is current
Our specialist service providers follow up with you to ensure that as your circumstances change your will is updated to cater for the changes.

4. Your will is safely stored
Our specialist service providers ensure that your will is kept secure and accessible in a fireproof, waterproof and theftproof vault.

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

The Estate Preservation Plan’s ActivWill Management Programme takes away the worry surrounding your will by ensuring tha...
04/11/2020

The Estate Preservation Plan’s ActivWill Management Programme takes away the worry surrounding your will by ensuring that:

1. Your will is properly drafted
2. It efficiently distributes your estate to your heirs
3. It nominates an executor of your choice
4. It appoints guardians for minor children
5. It’s safely stored
6. It’s reviewed every year
7. It’s easily accessible whenever you need it

Contact your accredited financial adviser and ask for the Estate Preservation Plan by name.

Dying without a will, or even an incorrectly drafted will, causes delays in the finalisation of the estate, and this imp...
29/10/2020

Dying without a will, or even an incorrectly drafted will, causes delays in the finalisation of the estate, and this impacts directly on the beneficiaries’ abilities to move forward in life.

You can draft your own will, but you need to make sure that it complies with all the relevant formalities to be accepted as a valid will. If not, the winding up of your estate could take longer, and cost more, while the courts decide around the legal complexities of a possible incorrectly drafted will.

Free wills tend to be generic in nature, and often do not take into account your specific needs, and desires. Each individual is different, and we don’t all fit into a one-size-fits-all approach.

A professionally drafted will doesn’t necessarily mean an expensive will, and many professionals offer valuable services in ensuring your legacy is your choice.

The Estate Preservation Plan’s Lifetime Will and Storage Benefit will make sure that:

1. Your will is professional drawn up: The first step is to make sure that you have a will, and the second step is to make sure that it’s drawn up 100% correctly.

2. Your will is executable: Not only does your will need to be signed and witnessed correctly, but there are other considerations that need to be addressed to ensure that your wishes are complied with. Our specialist service providers make sure this is all in order.

3. Your will is current: Our specialist service providers follow up with you to ensure that your will is updated as your circumstances change.

4. Your will is safely stored: Our specialist service providers ensure that your will is kept secure and accessible in a fireproof, waterproof and theftproof vault.

Address

Cnr Alon & Rivonia Roads, Morningside
Johannesburg
2196

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 09:00 - 16:30
Friday 08:30 - 17:00

Telephone

+27113203332

Website

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