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Wills, Trusts and Estates Wills, Trusts and Estates

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Wills, Trusts and Estates

Get peace of mind with financial security through all the stages of your life.

We know you have hopes, dreams, plans and goals for your and your family’s future. Our wide range of financial solutions can help you make these a reality in a way that enables you to make the most out of life without having sleepless nights about your money matters. With our world-class products and the advice of a financial planner, you can prosper through all the stages of your life.

Wills

A will is a legal written document containing your wishes as to how your property should be distributed upon your death or who should look after your minor children. It assists your surviving spouse or children in the administration of your estate. If you have a will which states how your property should be divided, your surviving spouse and children will certainly receive any property or benefit that you would have given to them if you were still alive.

For assistance with your estate planning or drafting a will, contact a Sanlam Namibia financial planner, visit your nearest Sanlam Namibia office or call us at 061 294 7263.

Trusts

A trust is an efficient and flexible way to ensure that your assets are looked after. The Trust Division in our Corporate Legal department offers expert management of deceased solvent estates and living and testamentary trusts. Sanlam Trust will help you set up your will and trust deed; store your will safely and act as executor of your estate and trustee of your trust.

For assistance with your estate planning or setting up a trust, call us at 061 294 7263.

Estate Administration

Mourning the loss of a loved one is difficult enough without the added anxiety of finalising their estate.

The administration of deceased estates is generally the process of winding up the affairs of the deceased and ensuring that the stipulations in the will are carried out. Each person’s assets, family and goals are unique and the administration of an estate can be a highly technical and complex process, which may appear cumbersome to the uninformed.

For assistance with estate administration contact your nearest Sanlam Namibia office or call us at 061 294 7263.

 Financial Planning

 

 

Choosing a Financial Plannerhttp://www.sanlam.com/namibia/personal/financialplanning/choosingafinancialplannerChoosing a Financial PlannerSanlam Namibia’s certified financial planners are qualified to help you achieve your personal financial goals. We’ll help you choose a suitable financial planner based on your needs.Understanding the different types of financial planners can help you choose the right planner for your needs.http://www-admin.sanlam.com:81/namibia/Namibia Banner Images/ChoosingAdvisor.jpg?RenditionID=2, /namibia/Namibia%20Banner%20Images/ChoosingAdvisor.jpg?RenditionID=2
Financial Planning Processhttp://www.sanlam.com/namibia/personal/financialplanning/financialplanningprocessFinancial Planning ProcessSanlam Namibia’s financial planners follow a 6-step planning process to help identify and meet your financial objectives. Achieve your financial goals with Sanlam Namibia.When you engage the services of a professional financial planner, you can expect to go through a specific process so that the planner can identify and meet your goals.http://www-admin.sanlam.com:81/namibia/Namibia Banner Images/FinPlanProcess.jpg?RenditionID=2, /namibia/Namibia%20Banner%20Images/FinPlanProcess.jpg?RenditionID=2
Life Stageshttp://www.sanlam.com/namibia/personal/financialplanning/lifestagesLife StagesOur financial solutions aim to provide peace of mind through all stages of your life. Enquire online or contact a Sanlam Namibia financial planner at.Get peace of mind with financial security through all the stages of your life.http://www-admin.sanlam.com:81/namibia/Namibia Banner Images/PersonalFamilyInsurance.jpg?RenditionID=2, /namibia/Namibia Banner Images/PersonalFamilyInsurance.jpg?RenditionID=2
Wills, Trusts and Estateshttp://www.sanlam.com/namibia/personal/financialplanning/willstrustsandestatesWills, Trusts and EstatesGet advice on setting up your will and Trust deed from Sanlam in Namibia. We provide expert management of testamentary trusts, wills and deceased solvent estates. Contact Sanlam Namibia at 061 294 7263.We can help you draw up a will or a trust and to put the right people in place to administer your estate after your death, protecting your loved one’s financial future by protecting your estate.http://www-admin.sanlam.com:81/namibia/Namibia Banner Images/SanlamTrust_Banner.jpg?RenditionID=2, /namibia/Namibia%20Banner%20Images/SanlamTrust_Banner.jpg?RenditionID=2

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