isidleke
TM
isidleke™ is a professionally designed estate planning solution focused entirely on protecting your wishes and your family
not on securing future
executor fees.
THE PACK MAY INCLUDE
The isidleke™ Legacy Pack is designed as a complete, organised estate-planning and personal information system.
A Last Will and Testament is the core legal document that sets out exactly how your estate must be administered and distributed after your death. It records your instructions regarding who will inherit your assets, who will act as the executor responsible for managing the estate administration process, and, where applicable, who you appoint as guardians for minor children. A properly drafted Will ensures that your wishes are legally enforceable, helps avoid disputes among family members, and allows your estate to be administered efficiently in accordance with South African law.
A Letter of Wishes is a private and flexible document that accompanies your Will and provides additional guidance to your executors and loved ones. Unlike a Will, it is not legally binding, which allows you to express personal preferences, practical instructions, and important information that may assist in the administration of your estate. This may include guidance on the care of children or pets, the sentimental distribution of personal items, funeral preferences, or any other personal wishes you would like your family or executors to consider when carrying out your legacy.
The estate administration process is the legal procedure that takes place after a person passes away to ensure that their estate is properly managed and distributed in accordance with their Will and South African law. This process involves reporting the estate to the Master of the High Court, the formal appointment of an executor, the collection and valuation of assets, settlement of any debts or taxes, and the eventual distribution of the remaining assets to the beneficiaries. Proper estate administration ensures transparency, legal compliance, and the orderly transfer of a person’s wealth and legacy to the next generation.
An Asset and Liability Schedule is a structured summary of your financial position, setting out all the assets you own and any liabilities or obligations you may have. This may include property, bank accounts, investments, business interests, vehicles, and other valuable assets, together with any debts such as mortgages, loans, or credit facilities. Maintaining an up-to-date schedule helps your executors and family clearly understand the composition of your estate, simplifies the estate administration process, and ensures that nothing of value is overlooked when your estate is wound up.
The Glossary of Estate Terms is a simple reference guide designed to explain key legal and estate-planning terminology in clear and understandable language. It helps clients and their families better understand the meaning of commonly used terms such as executor, beneficiary, estate duty, Master of the High Court, probate, assets, and liabilities. By providing straightforward explanations of these concepts, the glossary ensures that clients can navigate the estate planning and estate administration process with greater clarity and confidence.
The Funeral Wishes document allows you to record your personal preferences regarding your funeral and memorial arrangements. This may include whether you prefer burial or cremation, the type of ceremony you would like, religious or cultural considerations, music or readings, and any other personal requests. While not legally binding, documenting these wishes provides valuable guidance to your family during a difficult time and helps ensure that your final farewell reflects your personal values and preferences.
The Key Contacts and Professional Advisors section records the important individuals and institutions involved in your personal, financial, and legal affairs. This may include your attorney, accountant, financial advisor, insurance broker, banker, investment manager, and other trusted professionals. By keeping these details in one place, your executors and family members can quickly identify and contact the appropriate advisors who can assist in managing your affairs and administering your estate efficiently.
The Life After Me section provides an opportunity for you to leave personal reflections, guidance, and messages for your loved ones. This may include words of encouragement, family values you wish to pass on, practical advice, or personal insights you would like your family to remember. While not a legal document, it serves as a meaningful legacy that allows you to communicate your thoughts, hopes, and wisdom to those closest to you long after you are gone.
The Document Checklist provides a structured list of the important documents that should be gathered and kept together as part of your estate planning records. This may include identification documents, marriage certificates, property title deeds, insurance policies, investment statements, bank account details, trust documents, and other relevant records. Maintaining this checklist helps ensure that your executors and family members can easily locate the necessary information and documentation required to administer your estate efficiently.
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Isidleke + Life Vault
Life Vault
In addition to the core documents, isidleke™ incorporate value-added components such as a Life Vault for the secure storage of important records, ensuring that essential information, documents, and instructions are accessible when needed.
Clarity and Organization
Lifel Vault™ brings all essential documents together in one structured and secure place. By organizing your Will, personal records, financial information, and key instructions in a clear format, it ensures that your family and executors can quickly understand what must be done, reducing uncertainty and confusion at an already difficult time.
Efficiency in Estate Administration
By ensuring that key documents, asset registers, beneficiary details, and instructions are readily accessible and up to date, Life Vault™ significantly reduces delays, uncertainty, and administrative friction at a time when efficiency is essential.
Guidance and Peace of Mind
Life Vault™ is designed to bring structure, clarity, and speed to the estate administration process by consolidating all critical personal, financial, and legal information into a single, organised system.
By ensuring that key documents, asset registers, beneficiary details, and instructions are readily accessible and up to date, Life Vault™ significantly reduces delays, uncertainty, and administrative friction at a time when efficiency is essential.
“Your will, your records,your legacy
safely in one place.”
R69/month
Billed monthly