Wills & Estate Planning

Secure your legacy and protect your family's future with comprehensive estate planning services. From will drafting to trust administration, we handle all aspects of wealth preservation.
Download Brochure

Our Estate Services

Comprehensive estate planning and administration services to protect your wealth and ensure your legacy.
Simplicity and Convenience
Matla aims to make drafting a Last Will & Testament and planning an estate as convenient and stress-free as possible.
  • Personalised Location: Consultants can meet you where you feel comfortable (at home, office, or quiet meeting space).
  • Flexible Schedule: Appointments are offered during or after regular working hours to suit busy lives.
  • Confidential Guidance: The process involves a personalised, one-on-one consultation, ensuring the will legally and clearly reflects the your wishes.
Efficiency and Flexibility
Our service focuses on speed and customisation
  • Efficiency: Utilising advanced technology and experienced consultants, a fully drafted will is ready within 48 hours. The digital drafting system ensures precision, compliance, and clarity, and the document is sent directly to the client for review.
  • Flexibility: Solutions are fully tailored, regardless of whether the needs are simple or highly detailed. Support includes basic wills or detailed estate plans, specialised trusts (e.g., testamentary trusts for children's inheritance, widow support trusts), and complete solutions for complex situations like blended families or property portfolios.
Affordability
Matla makes Estate planning affordable, transparent, and accessible
  • Zero Cost Services: There is no cost for drafting, updating, or safekeeping the will. Clients only pay for additional solutions if they are needed.
  • Planning Smartly: Expert consultants help clients understand the real cost of dying upfront, including executor fees, taxes, and other estate expenses, guiding them on cost-effective ways to cover these costs.
  • Affordable Solutions: Additional estate-planning products, if required, start from a budget-friendly price, with solutions beginning at R111.70.
Additional Benefits (Specialised Products)
The estate planning suite includes specific products designed to secure generational wealth.
  • EduCare™: A plan that pays into a Children's Trust™ if the policyholder passes away, covering school fees, transport, food, and tertiary education. 100% of the benefit goes to the child as all trustee fees are covered. This benefit protects the full amount from estate duty and offers cashback or converts to life cover if no claim is made.
  • Related features: LifeStarter™ (cash lump sum at 18), Achiever Benefit™ (R150 000 for top achievements), and Global Bursary & Medical Studies (up to R5 million or R100 000/year).
Property and High-Value Cover
  • HomeVantage: A complete financial protection solution for property, offered through a partnership with SA Home Loans and GoSlr. Benefits include competitive interest rates (up to 1.5% discount), no transfer, conveyancing, or bond fees, and flexible 20–30-year loan terms. This solution includes free life cover, estate planning, and a free will, with optional financing for solar or backup power.
  • MyCover (Life Cover): A high-value plan offering Life, Illness, and Impairment Cover, providing up to R15 million in life cover and up to R5 million for critical illness or impairment, often without medical testing. It ensures the estate is correctly structured, beneficiaries are nominated properly, and offers quick pay-outs, fair pricing, and lifetime coverage.

Why Estate Planning Matters

Professional estate planning ensures your wealth is preserved and transferred according to your wishes.
  • Protect your family's financial future
  • Minimize estate taxes and duties
  • Ensure smooth asset transfer
  • Avoid lengthy legal disputes
  • Professional executor services
  • Ongoing estate management support

Our Estate Planning Process

A systematic approach to creating and implementing your comprehensive estate plan.
1
Consultation
Meet with our estate planning experts to discuss your needs and goals
2
Documentation
Complete asset inventory and family structure documentation
3
Planning
Develop comprehensive estate plan tailored to your requirements
4
Implementation
Execute legal documents and establish necessary structures
5
Review
Regular reviews to ensure your plan remains current and effective