A concrete product with a clear subject and real-world context.
Many families in South Africa hold assets and intentions without a clear structure. This kit gives you a starting point—a way to put your wishes on paper before complexity grows.
It is designed for individuals or couples who want a straightforward, no‑pressure first step toward legacy planning.
Every session is tailored to your family situation, asset mix, and philanthropic interests.
You receive a written summary of recommendations and a checklist for next steps.
This is an exploratory service—you decide whether to proceed with deeper planning.
Advice is grounded in local law, tax considerations, and common family structures.
Ready to begin your legacy conversation?
Request a ConsultationNo cost, no obligation—just a clear conversation about your goals.
Honest feedback from families who have used the Starter Service Kit.
"The Starter Service Kit gave us a clear starting point for our family's legacy plan. The documents were straightforward, and the guidance on philanthropic options was exactly what we needed."
— Marius Botha, Johannesburg
"We wanted to set up a meaningful gift for our grandchildren without overcomplicating things. This kit laid out the steps simply and included real examples that made sense for our situation."
— Nomsa Dlamini, Durban
"The Starter Service Kit helped us move from talking about legacy planning to actually doing it. The templates and checklists saved us hours of research."
— Pieter van der Merwe, Cape Town
Trusted by families across South Africa