Clients
Partnerships that workWe partner with great companies to deliver exceptional products to their customers.
Portfolio
Some of the clients we have formed great partnerships with over the years.
We are the named Executor for over 10 000 Old Mutual Wills. We have provided deceased Estate Administration for their clients, including Will Reviews. We also supplied Estate Planning Services for customers who requested these services.
When it comes to looking after what matters most, you deserve the gold standard. Hollard’s dedicated will-writing service combines decades of financial expertise with crystal-clear instructions, ensuring your estate plan is as robust as their reputation. Give your family the gift of clarity and your peace of mind the upgrade it’s been waiting for—no complicated jargon, just rock-solid assurance.
1Life has a strategic agenda focused on technical innovation. Cliqtech and 1Life have formed a partnership to provide integrated wills within their Vantage system, and we are the appointed strategic Executors for this partnership while also providing Estate Planning advice.
SmartWill is the market leader in direct online digital Wills. We have worked closely with SmartWill since 2018 as advisors, will reviewers and winding up their customers’ deceased Estates.
Capstone’s mission is to provide excellent investment advice and investment management service tailored to suit their client’s needs. Estate Plan gets appointed as agents on Capstones’ behalf as the named executors on their deceased clients’ estates. Our mandate is exceptional service based on continuous communication with the family.
Harbour Advisory (Pty) Ltd, trading as Harbour Wealth, is a full-solution financial planning practice providing services in Investment, Estate Planning, Insurance and Tax. We support their Estate Planning by ensuring that when clients pass, they get the very best Deceased Estate Services with a critical focus on efficiency and communication.
Metropolitan provides leading insurance solutions to customers who are at the heart of everything they do. As one of the largest long-term insurance companies in South Africa, their ambition is clear: they want to empower every household with their products. We have worked closely for over three years with Metropolitan Met GetUp and look forward to continuing to provide Will and specialised Deceased Estate Administration Services to their customers.
Cliqtech is the world leader in White labelled Digital Wills. We are a preferred and strategic partner with them and ensure that all brokerages, enterprises, and member bases have highly specialised deceased estate administrators.
A future-proof will for a future-ready community. Oracle Eswatini clients enjoy a seamless estate-planning journey that reflects both modern needs and time-honoured traditions. From digital assets to family heirlooms, our wills cover every corner of your life’s tapestry—so you can focus on what matters today, confident in tomorrow’s security.
Plan with the people who’ve always had your back. Our bespoke wills for Workers Life members ensure that every hard-earned rand you’ve saved and every loved one you care for is protected exactly as you wish. With straightforward guidance and tailored clauses, you can rest easy knowing your legacy is in safe hands—and maybe even crack a smile at how painless “legalese” can be.