Estate Manager
Estate planning and administration for financial brokers and advisors in South Africa.
Draft wills, calculate estate duty, assess cash positions, and determine capital requirements — all in one place.
Coming Soon
Will Drafting
Allocate assets to beneficiaries with bequests, residue splits, and cash legacies.
Estate Duty
Calculate duty with abatements, spousal rollovers, and Section 4A deductions.
Cash Position
Assess liquidity at death and identify shortfalls for insurance planning.
Capital Required
Estimate what dependants need based on income, life expectancy, and growth.