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A mother and son in a green field blowing off the leaves of a dandelion. She recently updated her Will so that if she passed away, her son will be taken care of financially.

Wills, Testaments, and Trusts

There’s one way to guarantee your family’s financial future, that is through a Will and Testament that specifies what happens to your assets and properties in the event that you pass away. Drafting a Will with Momentum Trust will:

1. Ease the burden on your loved ones after your death.
2. Ensure your dependants are taken care of financially.

Our experienced financial advisers advise that you must update your Will regularly. Get in touch with yours today to ensure you’re leaving a legacy for your loved ones.

Request a call back Find an adviser

A young lady and her trusted financial adviser talking about the things she’d like to include in her will.

Draft a Will online

With Momentum Trust, we have made it easy for you to draft an online Will in an easy 3-step process for you and your spouse:

Complete a series of questions related to your estate and final wishes.

Once completed, you can download and print your Will.

Get 2 witnesses to sign your Will to make it legally binding.

Depending on the complexity of the contents of your Will, the process can take between 10 to 15 minutes to complete.

It’s also free and legally binding in South Africa. You can stipulate how your assets, property, and money will be distributed to your beneficiaries giving you peace of mind that your loved ones will be taken care of.

Draft an online Will

Watch Momentum Money Heroes Season 3

Momentum Investo CEO, Stanley Gabriel, talks about the importance of having a Will and regularly updating it.

If you missed the episode, watch the
re-runs on:
Mondays at 06:00
Wednesdays at 13:30 and 19:30
Thursdays at 11:30
Sundays at 18:00

Do you have a Will?

“Only 30%* of South Africans currently have Wills and very few people are aware of the many costs associated with winding up an estate.”

*Source: Mail&Guardian

A man and his young son play with blocks in their lounge. The dad is content that he just updated his Will and know his son will be financially secure should he pass away.

LIFEHACK

Don’t die without a Will!

There are many uncertainties in life, but death is not one of them. Ensure your family’s financial future by:

Making sure you have a Will and it’s updated regularly.
Let people know where to find your Will and who are the beneficiaries.
Talk to your loved ones about your Will.

Stanley Gabriel, Momentum Investo’s CEO, says you must have a Will and update it regularly. If you don’t have a Will, speak to a financial adviser to help you draft one.

EPISODE 12: Wills, Testaments, and Trusts

Leave a legacy for your loved ones

Leaving a successful legacy for your family is the best way to show them you care. You can do this with a Will and Testament. Many South Africans don’t have a Will, or don’t update it regularly.

If you don’t yet have a Will, here’s what you need to do:

Speak to one of our financial advisers today and keep in touch regularly so they understand your needs and can advise you on how best to ensure your financial success for yourself and your loved ones.
Request that your adviser partner with experts like Momentum Trust who will ensure the smooth winding up of your estate. Momentum Trust will also support your beneficiaries through this difficult journey.
Or you can draft an online Will for free with Momentum Trust.

Drafting an executable Will means that there will be sufficient life cover available to your loved ones to ensure that your wishes are fulfilled and not eroded by estate costs and taxes. Know that your Will and Trust is in safe custody and easily available with Momentum Trust.

Make sure to watch Geldhelde every Thursday on via DStv channel 147 at 18:00 and #GetAdviceForSuccess.

Request a call back Find an adviser

Jeanette Marais, Deputy CEO of Momentum Metropolitan and CEO of Momentum Investments

FINAL EPISODE NEXT WEEK
EPISODE 13 | 4 AUGUST 2022

Financial planning for women

In the final episode of Money Heroes Season 3, Jeanette Marais, Deputy CEO of Momentum Metropolitan and CEO of Momentum Investments, imparts her wisdom about women in business and financial planning.

21 July 2022

If you’ve missed last week’s episode about saving for your retirement

Learn more

Join the conversation

Wills, Testaments, and Trusts

Draft a Will online

Watch Momentum Money Heroes Season 3

Do you have a Will?

Don’t die without a Will!

Don’t die without a Will!

Leave a legacy for your loved ones

Financial planning for women

If you’ve missed last week’s episode about saving for your retirement

Get #AdviceForSuccess to draft a Will and keep it updated regularly.

@MomentumZA

@Momentum_za

Momentum_2

@momentumza

momentumgrouptv

@momentum_za

Wills, Testaments, and Trusts

Watch Momentum Money Heroes Season 3

Do you have a Will?

Don’t die without a Will!

Don’t die without a Will!

Financial planning for women

If you’ve missed last week’s episode about saving for your retirement

Get #AdviceForSuccess to draft a Will and keep it updated regularly.

@MomentumZA

@Momentum_za

Momentum_2

@momentumza

momentumgrouptv

@momentum_za

Tell us more!