Wills

Are you confident that your family will be taken care of in the event of your death?

Drawing up a will is the only way to ensure that your estate is distributed according to your wishes at the time of your death.

At Secure Legacy we take your estate planning into consideration when drafting your will to ensure that you enjoy all the available tax concessions and that your heirs receive their intended inheritances in the most tax-efficient manner.


Our dedicated wills department can help you with:

 

  • Drafting a will: making sure that your will contains your true intentions.
  • Annually reviewing your will: to prevent unnecessary heartache caused by an outdated will, we will notify you annually to update your information, to ensure that your will stays relevant, taking into account any changes in your circumstances.
  • Amending your will: free of charge for as long as we remain the nominated executor and the original will is in safekeeping in our vault.
  • Safely storing your original will: free of charge.