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Future Planner A FUTURE RE-IMAGINED
South Africa's Estate Planning & Investment Specialists
Protecting What Matters Most

Protect Your
Legacy.
Secure Their Future.

From drafting your will to registering a trust with the Master of the High Court — we make estate planning accessible, dignified and legally sound for every South African family.

Will
Legal Will Drafting
Every South African adult needs a valid will. Without one, the Intestate Succession Act decides how your estate is divided — not you.
Trust
Master of the High Court Registration
A registered trust protects your assets for your beneficiaries and ensures continuity of your estate beyond your lifetime.
Executor
Letters of Authority & Executorship
We guide your family through the formal appointment of an executor and the application for letters from the Master of the High Court.
✦ Master of the High Court Trust Registration
✦ Legally Compliant Wills
✦ Letters of Authority
✦ Letter of Executorship
✦ South African Law

Start Your
Investment Journey

Join hundreds of South Africans building wealth through our guided investment platform. Choose the membership that works for you.

1

Sign Up

Create your account and choose your membership

2

Build Profile

Set your goals, risk level and time horizon

3

Get Matched

We find JSE ETFs matching your target return

4

Track & Grow

Monitor your portfolio performance monthly

5

Stay Informed

Get alerts when investments need your attention

Not sure which to choose? Start with the WhatsApp group to learn the basics, then upgrade to the full platform when you are ready to track your own portfolio.

Get Started — R99/month

Everything Your Estate
Needs — In One Place

Four essential services to protect your family, your assets and the legacy you leave behind.

Free · Start Here

🧭 Uqonda Imali Yami — Discover Your Investor Profile

Interested in investing but not sure where to start? Complete our financial psychology questionnaire, discover whether you are a Conservative, Balanced, Growth or Aggressive investor — and get a personalised action plan.

✓ Written for SA professionals
✓ Instant investor type result
✓ Downloadable action plan
Start the Questionnaire →
Free Tool

💰 Smart Budget Analyser

Upload your bank statement or enter your expenses. See exactly where your money goes and get a personalised plan showing how much you can free up to invest each month.

✓ CSV & PDF bank statements
✓ SA spending categories
✓ Personalised savings plan
✓ 100% private — data never leaves your device
Analyse My Budget →
Free Tool

🔍 Can Your Family Afford
You Dying Today?

Take our free Estate Health Check. Enter your assets, debts and income — we'll tell you if your estate is solvent, how many months your family will survive, and exactly how much life insurance you need.

✓ Estate solvency check
✓ Family survival timeline
✓ Life insurance gap analysis
✓ Personal action plan
5
steps · free
Start Check →

Your Estate,
Handled With Care

We believe every South African family deserves professional estate planning — regardless of the size of their estate.

Plain language, no legal jargon

We explain everything clearly so you can make informed decisions about your estate and your family's future.

Compliant with South African law

All our services are structured in accordance with the Wills Act, Administration of Estates Act and Trust Property Control Act.

Affordable and accessible

Professional estate planning should not be reserved for the wealthy. We serve families of all income levels across South Africa.

Personal, confidential service

Your estate details are handled with the utmost discretion and professionalism at every step of the process.

Simple. Dignified.
Professional.

Getting your estate in order takes less time than you think — and the peace of mind lasts a lifetime.

01

Choose a Service

Select the estate planning service you need — will drafting, trust registration, executor appointment, or a full estate plan.

02

Answer Our Questions

We ask you simple, guided questions about your family, assets and wishes. No legal knowledge required — we handle the complexity.

03

We Prepare It

Our team reviews your information and prepares your document — will, trust deed, or application to the Master of the High Court.

04

Sign & Protect

You receive your document, sign it correctly, and your estate is legally protected. Your family's future is secured.

PROFESSIONAL EXECUTOR SERVICES

What Our Clients Say

Real feedback from South African families we have helped protect their legacies.

4.9
★★★★★
Based on client reviews
Future Planner · futureplanner.co.za
N
Nomsa D.
★★★★★

"I never thought drafting a will could be this simple. The team walked me through every step and within days I had a legally sound document ready to sign. I finally have peace of mind knowing my children are protected."

Will Drafting
T
Thabo M.
★★★★★

"The trust registration process seemed so daunting but Future Planner made it completely manageable. They handled everything with the Master of the High Court and kept me informed throughout. Highly professional service."

Trust Registration
L
Lerato K.
★★★★★

"After my father passed, we were completely lost. Future Planner helped us apply for the Letter of Executorship and guided our whole family through the estate process. I cannot recommend them enough during what was an incredibly difficult time."

Letter of Executorship
S
Sipho V.
★★★★★

"Excellent estate planning consultation. They explained everything in plain language and helped me understand exactly how to structure my estate to protect my business and my family. Worth every cent."

Estate Planning
P
Patricia N.
★★★★☆

"Very professional and responsive. They helped me draft my will and explained everything about my estate in simple terms. I appreciated that they did not rush me and took time to answer all my questions."

Will Drafting
M
Michael B.
★★★★★

"I was referred by a friend and I am so glad I called. The process of registering our family trust was smooth and efficient. They kept us updated at every stage and the fees were very reasonable compared to other firms."

Trust Registration

Share Your Experience

Have you used our services? We would love to hear from you. Your review helps other South African families find the help they need.

Click to rate

✅ Thank you for your review! It has been added to our page.

Begin Your
Investment Journey

Protecting your estate is about safeguarding what you have. Growing it is the next step. Explore our free tools built for South African investors.

✓
Browse top JSE ETFs and their 5-year performance
✓
See what R500/month becomes over 20 years
✓
Compare returns starting at age 25 vs 45
✓
Track your investment portfolio monthly
✓
Plain English — no finance degree needed
Navigating
a Deceased
Estate
A step-by-step guide for South African families · 2026
Future Planner
R189
📘 New Ebook

Navigating a
Deceased Estate

Plain answers, practical checklists and a clear path through every stage of a deceased estate — from the first difficult days to final closure. Written by Banzi Mcasa · 23 pages · 2026 Edition.

✓What an executor actually does — and doesn't do
✓Letters of Authority vs Letters of Executorship explained
✓How to deal with the Master of the High Court
✓Protecting beneficiaries and avoiding family disputes
✓Practical checklists for every stage · 23 pages
R189
Once-off payment
Instant PDF delivery to your inbox
Secure payment via PayFast
Get the Ebook →
🔒 Secure checkout · PDF sent to your email after payment

Not Sure Where to Start?

Our team is ready to guide you through the right service for your situation — at no obligation.

🔒
Your data is never sold. Future Planner does not sell, rent or trade your personal information to any third party, ever. Your estate and investment details stay private and are used only to serve you.  Read our Privacy Policy →