Blog
Practical guidance on wills, trusts, estate administration, and family planning for South African households that want to protect what matters most.
Clear advice for every stage of your estate plan.
Read expert articles, then reach out when you are ready to create a will, set up a trust, or review your family plan.
A practical South African inventory method that records digital assets without putting passwords, private keys or recovery codes into the will.
3 August 2026 · 8 min read
Blended families need clear South African planning. Learn how to support a spouse while protecting children from a prior relationship and reducing disputes.
3 August 2026 · 14 min read
Review a South African will after marriage, divorce, children or asset changes, and learn why codicils, nominations and replacement wills need separate checks.
3 August 2026 · 14 min read
Here's a strange fact about South Africa:
6 July 2026 · 6 min read
Let's start with something you won't hear from most trust companies:
5 July 2026 · 7 min read
When a person dies, the assets and debts that fall into the deceased estate must be identified, administered and distributed through a supervised process. Not every...
4 July 2026 · 9 min read
"Fiduciary" is one of those words that makes people's eyes glaze over.
3 July 2026 · 5 min read
If someone close to you has died, you're about to hear one name over and over:
2 July 2026 · 5 min read
Here's the moment every family hits, usually within days of a death:
1 July 2026 · 5 min read
Editorial status: professional-review draft. Not approved for publication.
30 June 2026 · 7 min read
"Succession law" sounds like something only professors care about.
29 June 2026 · 6 min read
Let's clear up the biggest confusion in South African estate planning in one line:
28 June 2026 · 6 min read
A parent's will can deal with two connected questions:
27 June 2026 · 8 min read
Reviewed: 3 August 2026
26 June 2026 · 5 min read
A minor child can inherit, but cash, property, retirement benefits and policies can follow different administration routes.
25 June 2026 · 12 min read
A new home changes ownership, debt, liquidity, housing and transfer decisions across the estate plan.
24 June 2026 · 9 min read
Quick test. Which document does this describe?
23 June 2026 · 6 min read
Editorial status: professional-review draft. Not approved for publication.
22 June 2026 · 6 min read
If you're researching Capital Legacy, or looking for a Capital Legacy alternative, you're doing something smart: comparing before you sign a document your family will...
21 June 2026 · 6 min read
You're an heir. Or a creditor. Or a family member who's simply been told "the estate is being sorted out", for months. Maybe years.
20 June 2026 · 5 min read
There are billions of rand in South Africa waiting for owners who don't know it exists.
19 June 2026 · 5 min read
A practical letter template for asking an executor for appointment proof, estate progress, L&D account status, and a clear response deadline.
18 June 2026 · 3 min read
First, the update most websites haven't caught up with:
17 June 2026 · 4 min read
If the person who died lived in Johannesburg, Sandton, Randburg, Roodepoort, Soweto or anywhere in the greater Joburg area, their deceased estate must be reported to...
16 June 2026 · 4 min read
If the person who died lived in Cape Town or the Western Cape districts it serves, their deceased estate must be reported to the Master of the High Court, Cape Town.
15 June 2026 · 3 min read
If the person who died lived in Durban or the surrounding coastal region, their deceased estate is reported to the Master of the High Court, Durban.
14 June 2026 · 3 min read
If the person who died lived in Pietermaritzburg, the KZN Midlands, or large parts of inland KwaZulu-Natal, their deceased estate is reported to the Master of the...
13 June 2026 · 3 min read
Estate duty and tax can reduce inheritances. Learn South African basics, key SARS estate duty figures, and practical planning strategies for estates and gifting.
14 August 2025 · 14 min read
Deceased estate administration is a formal Master’s Office process. Learn the steps, timeline expectations, and practical ways to reduce delay for your family.
10 July 2025 · 14 min read
Affordable estate planning starts with a valid will, clear guardianship wishes, and practical steps to protect your family from intestate delays and unnecessary cost.
14 May 2025 · 9 min read
Trusts can protect children, spouses, and vulnerable beneficiaries, but only if the structure is properly registered, authorised, and administered under South African law.
16 April 2025 · 10 min read
An online will can be legally valid in South Africa if the final document is drafted properly, printed, and signed in line with the Wills Act.
18 March 2025 · 9 min read
The right estate planning adviser should understand South African succession law, your family structure, and the practical steps needed to turn advice into workable documents.
17 February 2025 · 10 min read
Protecting assets in South Africa starts with a valid will, smart trust planning, estate liquidity, and practical structures that keep minors and beneficiaries safe.
20 January 2025 · 10 min read
South African estate planning answer
The Wills & Trust blog gives South African families practical explanations of wills, trusts, estate duty, probate, blended-family planning, digital assets, and choosing an adviser. Each guide is written to support better decisions before drafting, reviewing, or updating an estate plan.
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