Discovery Wills and Trust Services

Helping you fulfill your legacy

Discovery Wills and Trust Services offers you support when you need it most through professional services crafted by industry experts that ensures your final wishes are fulfilled, providing real peace of mind during difficult times.

As part of this offering, Discovery Wills and Trust Services will assist clients in drafting their free will and ensuring that it is stored safely. Your last will and testament is one of the most important documents you will commit to within your lifetime as it ensures that your loved ones are well taken care of when you are no longer around. Our trusted specialists and high-quality fiduciary services can assist with the planning requirement and guide you through the complex process of winding up an estate.

Holistic estate planning services provided

Last Will and Testament drafting, storage and all related activities

Despite its importance, drafting your last will and testament can be seen as a daunting process. Discovery Wills and Trust Services provides a seamless experience that supports and guides you throughout the drafting process.

Executor and Trustee appointments

Discovery Wills and Trust Services takes care of appointing the executors and trustees who are needed to administer your estate.

Deceased estate administration

All administration of the estate will be handled seamlessly with efficiency and care, by Discovery Wills and Trust Services' preferred provider, allowing our clients' families some peace of mind during and after the passing of a loved one.

Testamentary Trust administration

Testamentary trusts play an important role in protecting and preserving assets bequeathed to certain beneficiaries, administering the assets on their behalf.

Estate Property Transfers

Our dedicated and specialised team from Discovery Wills and Trust Services' preferred provider can be relied on to ensure that clients' immovable property is safely transferred to their beneficiaries upon their death.

5 reasons to have your will in place and safeguarded

Protect those that you care about:

Over 70% of South Africans don't have a will in place, making it a lengthy and emotional process for family members to go through. Draft your will for free with us.

Decide how to distribute your estate:

By having a will in place, you can rest assured that your intended desires will be carried out. We're here to help you appoint a executors and trustees.

Your children will be taken care of:

Having a will in place allows you to make informed decisions about who should take care of you minor children. That way you know they will be raised by a family member or guardian of your choice.

Keep your will up to date with your lifestyle changes:

You can change your will at any time with one of our experts. Since life is unpredictable, it's a good reason to keep your will up to date as your lifestyle changes. Births, deaths, divorce can create situations for you to relook your current will.

Avoid legal challenges and unnecessary costs:

If you die without a will, your estate could pass to someone you have not selected or could leave out those you care about. Additionally, having a will allows you to minimize your estate taxes.

Bespoke solutions for complex estate planning

To assist clients whose sophisticated financial affairs require complex estate planning, ENSafrica will offer Discovery clients a discounted bespoke service to suit their needs. Clients will also have access to offshore will drafting through ENSafrica's global network of associate law firms.

Speak to your financial adviser for more information.

 

Discovery Wills and Trust Services, a division of Discovery Central Services (Pty) Limited, a company registered in South Africa with registration number 2016/054628/07 and part of the Discovery group of companies. Discovery Life Limited. Registration number 1966/003901/06, is a licensed insurer, and an authorised financial services and registered credit provider, NCR Reg No. NCRCP3555

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