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Proactive Wills and Estates

Proactive wills and estates logo

Pensioners offer:


We offer a free Wills service for all YEI pensioners


To make enquiries

  Contact Proactive Wills & Estates direct – see contact details below.


Please reference You’ve Earned It / YEI 227 when making an enquiry or booking

  

Proactive Wills and Estates are a boutique Fiduciary Company specializing in Wills and Deceased Estates.

Two pensioners in a flowered field

 

We believe in offering, not only a quality and professional service to all our clients, but also an efficient one. 

No one likes to deal with matters involving death, but we all realise it’s part of our journey here on earth. 

At Proactive Wills and Estates, we handle everyone as a unique individual with unique needs.  Every story is very different, and we like to ensure that every client that walks through our door, receives support through a difficult time and closure in a reasonable period of time.

For this, we ensure that we expedite all dealings with promptness, efficiency and empathy.

 

 

Purple flowers in a forest

 

As a member of FISA (Fiduciary Institute of South Africa), who are the watch-dog body over Fiduciary matters in the country, we apply our collective knowledge of over 40 years with every client we encounter.

Paula Bongers, the owner of Proactive Wills & Estates, has achieved the FPSA Certificate (Fiduciary Practitioner of South Africa) and has been in business as a sole proprietor since 2002.

To see more about the FPSA Qualification, please click here.

 

 

 

Proactive wills and estates

 

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Comments

7 Comments

  • Sidonia Henry
    April 23, 2018 at 8:05 am

    Good day
    Please advise….are you only in Cape Town
    Regards
    Sidonia

    • Marilynh
      May 3, 2018 at 11:53 am

      Dear Sidonia

      Your query has been sent to Proactive Wills and Estates for response.

      Kind regards
      Marilyn, YEI Editor

    • Paula Bongers
      May 3, 2018 at 12:08 pm

      Hi Sidonia
      I have replied to your email to us, but will post this here so other people can also see that we are able to assist them countrywide.

      Hi Sidonia
      No, we work right around the country. Of course, it is always better to meet face-to-face, but these days with Skype it still works well. So if you are not in Cape Town we usually suggest a connection via Skype to discuss what you need and we can then do the rest via email. Would this work for you? Please feel free to contact us telephonically and we can have an initial chat.
      Kind Regards
      Paula (Bongers)

  • Marina Gericke
    April 23, 2018 at 1:59 pm

    Do you have a branch in Port Elizabeth?

    • Marilynh
      May 3, 2018 at 12:01 pm

      Dear Marina

      We will send your query on to Proactive Wills and Estates for their direct response.

      Kind regards
      Marilyn, YEI Editor

    • Paula Bongers
      May 3, 2018 at 12:10 pm

      Hi Marina
      Sorry – we don’t have a branch in Port Elizabeth, but as per my reply to Sidonia above we work all around the country and are able to assist people wherever they are. See below:
      “Of course, it is always better to meet face-to-face, but these days with Skype it still works well. So if you are not in Cape Town we usually suggest a connection via Skype to discuss what you need and we can then do the rest via email. Would this work for you? Please feel free to contact us telephonically and we can have an initial chat.”
      Our contact details are: W.021-5511741 Cell 073 217 2644 Skype: Paula Bongers
      It is very important to have an up-to-date Will in place, so please don’t hesitate to give us a call. We would be happy to assist you.

  • Carol
    June 18, 2018 at 1:24 pm

    Good day, please advise regarding drafting of will free of charge. Do you then become the executor of such estate? What would further cost be with regards to executors hip, etc.

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