have the final say
join us
your Will, your way!
have the final say
join us
your Will, your way!
wHY gwM?
Whether you’re a young professional, single or married own property, have an investment portfolio, or still figuring out “adulting” , a Will forms the foundation of sound financial planning. In the unfortunate event of a loved one passing away, we understand that the loss is an intensely emotional experience and the process of winding-up their estate can be very stressful. It’s also a time when professional assistance is most needed. Here at GWM, we’ll help you through this difficult time by lessening the administrative burden of dealing with the deceased estate process. We will be in constant communication with you to ensure a smooth transaction from start to finish to give your family peace of mind.
No estate is too small for us !
Here at GWM we believe that part of being a PERSON is about helping others.
wHY gwM?
Whether you’re a young professional, single or married own property, have an investment portfolio, or still figuring out “adulting” , a Will forms the foundation of sound financial planning. In the unfortunate event of a loved one passing away, we understand that the loss is an intensely emotional experience and the process of winding-up their estate can be very stressful. It’s also a time when professional assistance is most needed. Here at GWM, we’ll help you through this difficult time by lessening the administrative burden of dealing with the deceased estate process. We will be in constant communication with you to ensure a smooth transaction from start to finish to give your family peace of mind.
No estate is too small for us !
Here at GWM we believe that part of being a PERSON is about helping others.
Meet Kaylen
Founder and Director
BComm (Hons), CA(SA), Advanced
Certificate in Insolvency Law and Practice
Kaylen is a young, enthusiastic
professional with over 6 years of
professional experience in the financial services and banking sector. She strives for excellence and
believes that life is an incredible gift.
Contact Us:
C: +27 66 236 7072
E: Info@greenwealthmanagement.org
Hi!
frequently asked questions
Why is it important to have a Will?
When and where must a deceased estate be reported?
How long does the process take?
What are the cost implications?
An executor can charge up to 3.5% of the value of the gross assets of the estate, as well as a commission of 6% on all income collected after death to the date. This fee is negotiable.
How often should you revise your will?
It's Never Too Early To Start!
Service offerings
Estate Administration
We attend to the winding-up of the deceased’s estate in accordance with the deceased’s Will or in terms of an Intestate Succession and all the applicable legislation.
- Meeting with family members and beneficiaries to collect the necessary documents
- Explain the process, timeframes and how the various assets in the estate are dealt with
- Collect all relevant information and documentation to report the matter to the Master of the High Court to obtain Letters of Executorship as soon as possible.
- Determining claims against or in favour of the estate
- Value all of the assets in the estate
- Ensure compliance with all legal, accounting and taxation frameworks.
- Ensure that all debts are paid and assets are distributed
- Obtain final clearance from SARS and the Master of the High Court.
EXECUTOR’S FEES
Executor’s fees are set by regulation:
- Executor’s remuneration: 3.5% calculated on the gross value of assets as at death.
- Income collection fee: 6% calculated on all post-death revenue.
Drafting a Will
Do you worry about what will happen to the assets you have worked for when you are no longer around ?
How do you make sure that your last wishes are honoured?
At GWM, our services include a professionally drafted Will that we will keep in safe custody to ensure your assets distributed in accordance with your final say.
A valid Will and testament denotes:
- Who will be in charge of your estate as executor, to carry out its distribution
- The responsibilities and powers your executor will have
- List your beneficiaries and their inheritance
- If you have minor children, stipulate who will serve as their guardian until they become adults.
BENEFITS OF A VALID WILL
- Ensure that your possessions will be distributed as you wish.
- Appoint and outline powers of an Executor and/or Trustee.
- Appoint a guardian for minor children.
- Specify funeral wishes.
- Reduce stress and heartache for loved ones.
testimonials
“To be honest, drafting my Will has never crossed my mind..I always believed I’m way too young, don’t need to think about that now. How little did I know ! Thanks to GWM for their excellent service and guiding me every step of the way and emphasizing the importance on Will.”
“Ensuring my daughters future is secured and safeguarded after my passing is one of my key priorities. Thank you for giving me peace of mind.”