Step 1 of 7
Your Personal Details
We need your full legal details as they will appear in your will. Please use the exact name on your ID document.
⚖️ How this works — please read before you start
1
You complete this questionnaire and get a free draft will straight away.
2
Our team reviews your draft and an attorney contacts you.
3
You meet the attorney to finalise a will that is legally valid and binding.
💳 A consultation fee applies for step 3. The attorney review is a paid service. It is worth doing properly — your attorney makes sure your will is legally sound, picks up anything you may have left out, and confirms your wishes will be carried out as you intend. We will confirm the fee with you before anything is booked.
💡 South African law requires your full name, ID number and address in your will for it to be legally valid.
Step 2 of 7
Who Will Execute Your Will?
Your executor is the person responsible for carrying out the wishes in your will after you pass away. This is a very important appointment.
💡 Choose someone trustworthy, organised and preferably younger than you. They must be a South African citizen over 18. You should also appoint an alternate executor in case your first choice cannot act.
Step 3 of 7
Guardian for Minor Children
If you have children under 18, you must appoint a guardian who will care for them if both parents pass away.
Step 4 of 7
Your Beneficiaries
Who do you want to inherit from your estate? You can split your estate between multiple people. The percentages must add up to 100%.
💡 A beneficiary is anyone who receives something from your estate. This can include family members, friends, charities or organisations. Be as specific as possible.
Step 5 of 7
Your Assets
Tell us what you own. This helps us describe your estate in the will. You don't need to list every item — just the main assets.
💡 You don't need exact values here. Just give us a general description. The executor will do a full inventory of your estate when the time comes.
Step 6 of 7
Special Wishes & Instructions
This section captures any specific instructions you want included in your will that aren't covered elsewhere.
Step 7 of 7
Review & Generate Your Will
Please review your information below before generating your will draft. You can go back to make changes.
⚠️ Important: This is a draft will for guidance purposes. For your will to be legally valid in South Africa it must be: (1) signed by you at the end and on every page, (2) witnessed by two competent witnesses who are present at the same time, (3) the witnesses must not be beneficiaries. We strongly recommend having this document reviewed by a legal professional before signing. A consultation fee applies for a review session with one of our attorneys — this ensures your will is legally correct and that nothing important has been left out. Contact Future Planner on 078 637 9725 for professional assistance.