Protect your legacy. Provide peace of mind.

 

Talking about estate planning often feels like a conversation we’d rather avoid, as the reason for an estate is someone’s demise. It’s something we know is important, but all too easy to put off.

 

The consequences of not having a valid Will or Estate Plan in place can be devastating for your loved ones. Without clear, legally binding instructions, your family may face delays, avoidable costs, and even disputes, at a time when they’re already coping with loss.

 

Imagine your spouse or life partner being left behind to deal with not only the emotional burden of your passing but also a flood of claims, administrative confusion, and the risk of unintended beneficiaries. In some heartbreaking cases, when both parents pass away unexpectedly, the absence of a Will means the State (existing intestate legislation), not your family, decides what happens to your assets and your children.

 

That is why Estate Planning is not just about documents, it’s about protecting your family, your values, and everything you’ve laboured hard for.

 

At ASCOR®, our team of CERTIFIED FINANCIAL PLANNER® professionals has assisted hundreds of South African families with bespoke Wills and comprehensive Estate Plans. As independent experts with more than 20 years of experience, we integrate your Will into a broader financial strategy that ensures your wishes are honoured, and your legacy is preserved.

 

We offer:

• Tailored Wills that reflect your personal and financial circumstances

• Annual Will reviews to keep up with life’s changes

• Estate Planning consultations that consider taxes, liquidity, guardianship, trusts, and asset transfer

• An Estate Directory—an essential document listing everything from passwords and club memberships to policies, digital assets, and final wishes. Our Estate Directory is a powerful tool that ensures nothing is overlooked, and that your loved ones have a clear roadmap when it matters most. It is available on request to all Ascor clients.

 

In-House Estate Administration

At ASCOR®, we don’t just plan, we also help execute.

Our in-house estate administration service ensures that the Estate Plans and Wills we help you create are implemented seamlessly and with care. We have built long-standing relationships with the Master’s Offices, and we are registered with the Fiduciary Institute of South Africa (FISA), strictly adhering to their Code of Ethics.

 

Our experienced fiduciary team:

• Manage the full administration process with empathy and efficiency

• Apply our advanced tax qualifications and registered tax practitioner status to assist with all SARS requirements

• Help minimise estate duty, capital gains tax, and income tax liabilities

• Offer a discounted executor’s fee to our clients as part of our long-term commitment to value and transparency

 

When you entrust your estate to ASCOR®, you can be assured that it will be administered with the same integrity, care, and technical excellence that went into its planning.

 

Speak to an ASCOR® CERTIFIED FINANCIAL PLANNER® today and take the first step in securing your legacy.

 

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