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.
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.
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.
Cliqtech and Lifewell have launched a partnership to add a Will as a value-added service to all Lifewell customers, and we are supplying Fiduciary advice and Specialised Deceased Estate Administration as the named Executor of Lifewell Wills. They provide Value Added Services to individuals, families, and corporates. Their products include day-to-day benefits such as Legal, Medical, Education and Auto assistance.
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.