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Two chairs in a living room of an abandoned home. One chair has a broken leg with a pile of old newspapers stacked on the floor next to it.

Protect your legacy with our Estate Provider Benefit

You’re creating a legacy. Keep it in tact. Our Estate Provider Benefit enables you to successfully cover the unforeseen administrative and professional fees that come with settling an estate.

Don’t let your home die with you because of unforeseen fees and costs that could cripple your estate.

Want to learn more about the advantages of our Estate Provider Benefit? Speak to your financial adviser so you can get started.

Leave a stable financial future for your
loved ones

Death is traumatic and emotional for those left behind. You’ve dedicated your life to make sure your loved ones are taken care of, and you don’t want them to worry about finances because of cash shortfalls in your estate.

Life should continue for your loved ones when you are no longer there, because you planned with your financial adviser, and have:

  • A financial plan to manage your finances making sure that there will be enough money.
  • An estate plan in place ensuring there’s enough money in your estate to help settle the professional fees charged during the administration process.
  • Life Insurance that pays out when you die.

Why don’t most of us know about the real cost of death?


Most likely because we don’t talk enough about death to begin with. None of us want to deal with the idea of the end of our life or that of a loved one.

A young lady at a funeral placing a white rose onto a coffin.

But talking about death won’t kill us. Not talking could mean leaving our families with an unexpected financial burden.

From inheritance taxes to executor fees, Momentum Trust’s unparalleled service guarantees that your legacy lives on.


Executable Will

Don’t let your estate die with you. Having an executable Will helps facilitate a quicker, more effective round-up of your estate.

Deceased Estate Administration

Make sure you get an expert to execute your Will as per your last wishes.

Estate Planning

Ensures your loved ones will use their inheritance the way you intended, and protect your legacy so your success doesn’t die with you.

A financial adviser seated at a table discussing the drafting of a Will.

Protect your legacy

Don’t let your hopes and dreams for your loved ones die with you. Discuss the benefits of having a Will in place with a certified financial adviser or email us at momentumtrust@momentum.co.za

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