This is the fee charged by the Trustees to administer the Trust you create in terms of your Will.
Executor Fees
This is the fee charged by the Executor or assisting professional to wind-up your Estate
Conveyance Attorney Fees
This is the fee charged by the transferring Attorney when property needs to be inherited.
Protection Plan
What Is the Legacy Protection Plan?
The unique, first-to-market Legacy Protection Plan™ is a complete solution that accompanies your Will and covers you and your loved ones from the inevitable legal fees associated with dying.
Why the Legacy Protection Plan?
To protect you and your loved ones from exorbitant legal fees
No Executor Fees, Testamentary Trust Fees or Conveyance Attorney fees
An Immediate Cash benefit within 48 hours
Underwritten and Non-underwritten options
A maximum entry age of 60 and easy-to-use pricing
Ensure inheritances go to your loved ones
Without a Will You forfeit the opportunity to decide who inherits what and your Estate is distributed according to South African law.
Protect your Children’s inheritance
Your Children’s inheritance could pass to the Government Guardian’s Fund or appointed Guardian rather than to a Trust that will ensure your wishes for them are carried out.
Appoint professionals to administer your Estate
Winding up your Estate can take years – without a Will appointing a professional Executor, the government is essentially in control of the process.
our main goal
Ensure that your wishes are carried out
The path to financial success is both personal and suited to you alone, but this does not mean that you must take the journey by yourself. The way we build and manage client relationships at U Sorted further reflects our values. We view this relationship as a partnership and not just a business contact.
Consistent with our mission to democratize financial services, we are committed to both bring about change and adapting to change. The way people work in the future will impact the way the financial services industry needs to serve them. As recent events shape future needs, we evolve to provide financial services that meet these changing needs.