A Clearer Way to Plan Ahead
From your first enquiry to reviewing your arrangements, here is what the process of working with Will & Legacy Co. can look like.
Six steps, clearly explained.
Choose your service
Select the category that best describes your situation.
Make an enquiry
Share basic information about the assistance you need.
Professional guidance
Where legal advice, specialist drafting, or a complex estate assessment is needed, an appropriately qualified professional should be involved.
Finalise your Will
Ensure the document reflects your wishes and follows the applicable requirements for signing and witnessing in South Africa.
Arrange custody
Where available, arrange secure custody of the original Will and retain the relevant custody confirmation.
Review your arrangements
Consider reviewing your Will after major life changes and keeping your estate information current.
• Service enquiries and guidance on which category suits you.
• Referral to appropriately qualified professionals where required.
• Enquiries relating to Will custody and Legacy Vault.
• Physical original Will custody, once facilities, procedures and terms are established.
• Legacy Vault digital information organisation.
• Customer access to custody records and review reminders.
Start your Will journey.
Take the first step by telling us about your situation. We will help you identify the most useful next step.