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Estate Preservation

The Clientèle Estate Preservation Plan is designed to assist in ensuring that your last wishes and legacy are realised. The Plan protects the financial interests of your Estate’s beneficiaries from the costs associated with the winding up of your Estate, as well as providing financial security during this often lengthy process.


Clientèle Estate Preservation Plan (Classic)

  • Lifetime Will Benefit.
  • Up to R300,000 cover.
  • Initial Expense Benefit pays out within 24 hours on receipt of a valid death claim.
  • Estate Shortfall Benefit provides liquidity in the Estate to assist with covering the associated costs of winding up of your Estate.
  • Executor Fee Benefit. A nominated Executor may require the assistance of a professional to assist in the winding up of your Estate and the execution of your Will. 50% of this benefit is paid upfront on the appointment of your Executor and the remaining 50% when the Estate is formally wound up.


Optional Benefits
  • Monthly Expenses Benefit of 12 monthly payments of up to R15,000 per month.
  • Enhanced Liquidity Benefit of up to R10,000 lump sum.


Clientèle Estate Preservation Plan (Flexi)

  • Lifetime Will Benefit.
  • Up to R2,625,000 cover.
  • Initial Expense Benefit pays out within 24 hours on receipt of a valid death claim.
  • Estate Shortfall Benefit provides liquidity in the Estate to assist with covering the associated costs of winding up of your Estate.
  • Executor Fee Benefit. A nominated Executor may require the assistance of a professional to assist in the winding up of your Estate and the execution of your Will. 50% of this benefit is paid upfront on the appointment of your Executor and the remaining 50% when the Estate is formally wound up.


Optional Benefits
  • Monthly Expenses Benefit of 12 monthly payments of up to R75,000 per month.
  • Enhanced Liquidity Benefit of up to R450,000 lump sum.




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