RI FINANCIAL MANAGEMENT SERVICES

Registered Financial Services Provider


Last Will & Testament Application

Please do forward me the authorisation form to enable us to gather all your information needed to finalise the application.
As mentioned under the Governance section, your information will only be used to provide you with the services requested.
The information that you supply us, with the Last Will and Testament Application, will assist us to draft your last will and testament,
establish your estate liquidity and make contact with you.

With receipt of your signed authorisation form and your proof of payment, the application will be processed and we will make contact with you.

By submitting the online application, authority letter and proof of payment, you instruct RI Financial Management Services to process your application with our providers.

Our contracted providers are: Electus Trust, Capital Legacy, Sanlam Trust, Old Mutual and Momentum.

Yes, there are fees for this service.

Each provider have their own fee. Our fee with Electus Trust:

First Draft R450.00
Amendments R150.00
Specialised R500
Specialised Amendments R250
Outsourced Specialist At their rates
Executors Fee of Gross Estate Value 3.5% (Excl VAT)
Income accrued and collected after death 6% (Excl VAT)