In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after major life changes.

Jump to topics of interest

00:00 Introduction

01:30 Why wills are important

02:45 The cost of a will

03:35 What happens if you don’t have a will

04:15 The laws of interstate succession

05:00 What makes a will valid in South Africa?

08:00 Where to start with drafting a will in South Africa

08:45 How often do you need to update your will

12:30 Consider your marriage regime when drafting your will

14:30 Religious provisions in your will

15:10 Joint wills

17:00 Will vs letter of wishes

19:00 Offshore assets and jurisdiction

21:30 Where should wills be kept?

23:00 The importance of talking to your loved ones about deceased estate administration Everything Counts podcast series · Investec Focus Radio SA