Wills

We provide will drafting, reviews, and amendments at no upfront cost to you. The only fee involved is the executor fee of up to 3.99% (inclusive of VAT) of the estate value, which is only deducted from the estate after death.

Secure your legacy and give your loved ones peace of mind—drafting a will today ensures your wishes are honoured tomorrow.

Wills

Professional will drafting and estate planning services with no upfront costs. We provide comprehensive will preparation, reviews, and amendments at no charge. The only cost is executor fees of up to 3.99% (inclusive of VAT) of the estate value, payable only upon death.

Why You Need a Professional Will:
Every person has the legal right to decide what happens to their assets after death. However, failing to have a valid will in place creates serious complications:

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No nominated executor – the Master must appoint someone to wind up your estate

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Assets distributed according to Intestate Succession laws, not your wishes

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Your spouse could be left financially vulnerable

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Unintended beneficiaries may inherit your assets

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Estate administration takes significantly longer

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Complex asset division issues for heirs

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Minor children’s funds deposited into the Guardian’s Fund without proper trust provisions

Our Will Services Include:

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Professional will drafting by qualified experts

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Regular reviews and amendments as your circumstances change

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Comprehensive estate planning advice

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Trust provisions for minor children

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Executor nomination and guidance

A properly structured will forms an integral part of your estate planning and ensures your wishes are carried out while minimizing costs and complications for your loved ones.

Our Approach

Too often, families are left in confusion and conflict because a loved one passed away without a valid will. Without clear instructions, your assets may not be distributed as you intended, and those you care about most could face unnecessary legal and financial stress.

At Jacobs Financial Services, we help you create a legally sound, well-considered will that reflects your wishes and protects your loved ones. Our approach ensures peace of mind—knowing that your legacy is secure, and the people who matter most are taken care of when it matters most.

Our Product Providers

Santam
Sanlam
Safire
Old Mutual
Momentum
Discovery
Hollard
Liberty
Bryte
Brightrock
Auto and General
Allan Gray
1st for Women
Bidvest
King
Western

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Give Your Family the Gift of Financial Security

Contact us today to determine the exact coverage that secures their future and gives you complete peace of mind.