How To Write A Will in South Africa.

"Very easy to create a legal Will following the steps on this site. Used the service for both my husband and myself. Unfortunately, my husband passed away this past November. I had no problems settling the estate (it was quite simple) using the Will we had prepared online. I will continue to use the service to update my Will and to keep it updated. Thank you for making this service affordable and keeping it simple." --- Esther Sielsky   Read more testimonials

Everybody needs a Will. Traditionally, it has been an expensive and inconvenient process, which involved making an appointment with a lawyer, and spending thousands of rands. A couple of decades ago, these barriers were addressed with blank form Will kits available from newsagents and bookshops, and even the Post Office. But these kits have always been a terrible approach for writing a Will, with far too many mistakes being made. More recently, online services have appeared that allow you to prepare a Will online from the comfort of your home. The service at LegalWills.co.za has evolved into South Africa's leading online Will service.

The difference between an online Will service and a DIY blank form Will Kit

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You may have been warned about the dangers of writing your own Will. But the examples given to illustrate these dangers are taken from Do-It-Yourself Will kits – the blank forms you can get from WHSmiths, and more recently Amazon. These kits expect you to fill in the blanks, but some of these blanks are daunting.

Describing the distribution plan for your estate can be straightforward in a family of two parents and two children. Where the entire estate goes to the spouse, and if both are involved in a common accident, everything goes to the children. But things are rarely this simple.

If the children are under the age of 18, you should set up a trust for them, and name guardians for them. The "what if scenarios" are rarely straightforward. What happens if one child pre-deceases you; would their share go to their children, their spouse, or would everything flow to your other child?

If your spouse is not the biological parent of your children, then it is almost impossible to correctly fill in a blank form Will kit. If you are single and the distribution plan is less obvious, it is also very difficult to use a blank piece of paper or a "kit" to prepare a Will.

The worst thing about Will kits is that you may think you have described a particular plan, but you have actually written something different. One very common error is leaving everything to a spouse, and when they die, everything goes to the children. Without a trust being set up, the estate goes to the spouse, and is then distributed according to their own Will.

An online interactive service guides you through the process of preparing a Will to check for errors. It asks you for your plans in plain English, and then translates your answers into an official Last Will and Testament with the appropriate legal clauses. The end result is miles away from a blank form Will kit.

Why you need a Will

A Will fulfils two important functions. It allows you to make key appointments, and it allows you to describe the distribution of your estate.

Within your Will you can name a person to take responsibility for everything after you have gone – your Executor. You can also name guardians for your children. You can even name somebody to take care of your pets.

You can also describe how you would like to distribute your possessions. This includes charitable bequests, specific items to individuals, like a piece of jewellery to your niece. Finally, you can describe the distribution of your "residual estate". This is usually in the form of "everything else to be divided between my children" or "everything to my spouse".

Without a Will, your estate is frozen until the courts appoint an estate administrator. This person will then divide your entire estate according to the "intestate laws". This distribution plan rarely matches a plan written into a Last Will and Testament.

Why most people don't have a Will

Most people know that they need a Will. A few people may think that "I'm not going to die any time soon" or "I don't have any assets" or "it's obvious what will happen to my things anyway". But none of these excuses really make any sense.

Even though most people know they need a Will, traditional approaches to writing a Will have been expensive and inconvenient. To the point that it just never makes it to the top of the "to-do" list. Writing a Will with a lawyer is so inconvenient and expensive, that people try to time the task so that it only needs to be done once in their lifetime.

This means that they wait. They wait until they are married, or wait for their first child to be born, or wait until they have bought a house, or wait until they have retired. Ultimately, this results in the majority of adults in South Africa not writing a Will.

How to write a Will – Conveniently and Affordably

By using an online Will writing service like the one at LegalWills.co.za, you can write your Will at any time that is convenient to you. You can put your feet up and work through our service on your computer or iPad. You don't have to complete the task in one sitting. If you need to consult with family on your guardianship appointment, for example, then you can save your work and return to it later.
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If you have given thought to your answers ahead of time, then you can step through the service in about 20 to 30 minutes (beware of services that claim to take you through the process of writing a Will in 5 or 10 minutes).

The cost for our service is just R499.

If you are a couple, then you will need Mirror Wills. Our service shortcuts this process for you with our proprietary Mirror Will service, and discounts the second document. The Mirror Will costs just R299 with absolutely no restrictions on the content.

All the time your account is active, you can make updates to your Will as often as you wish.

 

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How It Works

When you create a Will or legal document at LegalWills, you can designate up to 20 different Keyholders®. Your chosen Keyholders® will be given the trust and power to unlock specific information within your account such as health care directives, funeral wishes, final messages, uploaded files, Power of Attorney, or Last Will and Testament.

You can also implement security mechanisms to prevent premature access to these documents. The entire process of creating your Will and other legal documents at LegalWills is seamless and iterative, meaning you can continue to make changes until you're happy with the final product.
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Frequently Asked Questions

There is absolutely no legal requirement to use the services of a lawyer to prepare your Will.

The law requires that the Will is written on a piece of paper and then signed by you in the presence of two witnesses. Once it is signed and witnessed, it becomes a legal Last Will and Testament.

If you need legal advice, you should secure the services of a lawyer, but most people do not need legal advice to prepare a Will. Especially if they are using a service like the one at LegalWills.co.za.
When you write your Will with a lawyer, you are paying for their training, so that if you needed custom clauses written for unique situations, they would probably be able to do this for you. However, most Wills do not require unique new clauses to be written, and the vast majority of Wills are a compilation of known legal "precedents".

Most lawyers use Will writing software to prepare Wills, and we use that exact same software, but give you direct access to it. You should really be asking why a lawyer charges R2,000 for about an hour's work.

If you have unusual circumstances, such as a child with special needs, then you may need legal advice. But for the vast majority, you would be paying premium rates for legal advice that you don't need.

There are no other payments required to prepare your legal Will. You can have a legal Will in your hands for R499 with nothing else to pay, ever.

What other options are there?
If you wish, you can have your Will reviewed by a qualified legal professional for R999. Most people do not need this, and would not benefit from it, but if you have selected an option such as "None of the above. Let me describe in detail how to distribute my estate.", then you may want to consider this.

Your Will must first be printed, and then signed in the presence of two witnesses. If you do not have access to a printer, we can print it for you and mail it out. The cost for this is R149, but again, most people do not need this option.

We also offer other services like MyLifeLocker™ and a Living Will. They are not required, but they may be useful to you depending on your situation.

What about document storage?
We do not store physical documents, but we allow you to maintain an account with us if you want to update your document in the future.

The Will service costs R499. With this payment, you are able to prepare your Will. It also gives you one year of unlimited updates to the document. You are able to print the document as often as you wish during that first year. You can download it as a PDF file, but to make your document a legal Will, it must first be printed, and then signed in the presence of two witnesses. The online version is there for your convenience only.

If you choose not to maintain an account with us after the first year, your initial payment is all you will ever pay. We do not keep credit card details on file and cannot automatically charge beyond this initial payment.

If you wish, you can choose to store your documents online for longer than a year, which will make it easier to make updates in the future to reflect any changes in your personal or financial situation (rather than returning to a lawyer each time). This is of course optional, but it does make the process of maintaining your document more convenient. R149 will give you one additional year of updates, or you can purchase multiple years: 5 years at R299, 10 years at R449.

Every time you make an update to your Will, it must first be printed, and then signed in the presence of two witnesses again. If you choose not to maintain an account with us, you will always have your printed, signed document. If you don't need to make changes to that document, it will last you for the rest of your life, whether or not you have an account with us.

What happens if I don't maintain an account, and then in a few years I need to update it?
If your account has not been touched in years, and it is inactive, we reserve the right to remove the account. You will receive an email notification that your account might be removed. However, in practice, we have never actually removed any accounts in our over 26 years of operation.

So, in all likelihood, you will be able to simply login to your account and pay R149 to reactivate it. This will give you one year of unlimited updates from the date of payment. (You will not have to pay for your inactive years.)

Our answer is different depending on what you are comparing us to.

The service at LegalWills.co.za is significantly better than a blank form Will kit that you can buy on Amazon or WHSmiths. These blank kits do not check for errors, allow you to do things you are legally not allowed to do, and rarely cover backup scenarios. They are actually the most difficult way to prepare a well drafted Will.

We provide the same quality documents as an estate planning lawyer – often word-for-word identical, because we use the same software that they use. We've just adapted it to make it easier to understand, and given you direct access to it. Therefore, you can create a lawyer grade Will, but from the comfort of your own home at less than a tenth of the price.

When compared to other online services, we have honest, up-front pricing that is better than any equivalent service. We also believe that we have the highest quality service online today. In all the time that we have been in business, never once has one of our Wills had an issue going through the probate process. We also offer best-in-class phone and email support if you get stuck.

Some other highlights:

  • Help text every step of the way.   Every page of our service has additional help text to answer your questions. If you get stuck, send us an email and we can help.

  • Create your Will from anywhere at any time.   Our service works on any computer, phone or tablet. Which means you can create or update your Will in the middle of the night in Timbuktu if you need to.

  • Unlimited updates.   If you write your Will with a lawyer, it could be out of date by the time you get home. You don't face that issue with LegalWills.co.za. If your circumstances change, simply login to your account, update your document, and sign your new Will. There is no charge for updates as long as you maintain a membership.

  • Professional reviews by a lawyer.   Our service works for the vast majority of situations. If you would like a second pair of eyes on the document you created, we offer this as an option: a qualified legal professional can read it and email you written comments on its internal consistency and wording. The reviewer works from the document alone and does not know your personal circumstances, so the comments are not legal advice.

  • Our other services.   We don't just do Will writing. We offer a complete portfolio of services that will help you to plan your estate. We have the LifeLocker® executor tool, that allows you to document all of your personal details and assets, and MyVault™ that lets you upload important files. Together with our Keyholder® mechanism, you can be assured that the right information gets into the right hands at the right time (and not before).

  • Privacy and security.   We do not store any information as plain text. We do not store Wills in our database. All of your information is encrypted on our servers. Nobody can access it except you and your designated Keyholders® at the appropriate time. Furthermore, we do not share, trade or sell any of your data with third parties whatsoever.

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