Proactive Wills and Estates is a boutique
Fiduciary Company specializing in Wills and Deceased Estates
Pensioner offer:
We offer a free Wills service for all YEI pensioners
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.
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.
Require further information?
Have an enquiry?
Please complete the following form
and Pro-active Wills and Estates
will get back to you as soon as they can.
CONTACT DETAILS:
Website: proactivewillsandestates.co.za
Contact Number: +27 (0)21 551-1741
E-mail Address: legacy@pwae.co.za
Relevant articles:
https://youve-earned-it.co.za/finance/creating-amending-will-during-lockdown/
Good day
Please advise….are you only in Cape Town
Regards
Sidonia
Dear Sidonia
Your query has been sent to Proactive Wills and Estates for response.
Kind regards
Marilyn, YEI Editor
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)
Do you have a branch in Port Elizabeth?
Dear Marina
We will send your query on to Proactive Wills and Estates for their direct response.
Kind regards
Marilyn, YEI Editor
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.
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.
Dear Carol
Your query has been sent directly to Proactive Wills and Estates
Kind regards
Marilyn, YEI
Dear Carol
Yes, we are appointed Executors in the Will. You would need a professional Executor in any case.
Often people nominate a family member or friend as Executor, but this does not solve the problem of an executor on death, as the Master requires them to appoint a professional person as an agent – he will not appoint a lay person on their own. The only case where this is different is if the estate is small and can be dealt with under Section 18(3) – this applies to estates where the total assets are under R250 000,00.
Executor’s fees are laid down by law and are at present 3,5% of the assets (plus VAT if your Executor is registered for VAT). We usually have a look at your cash position when drafting the Will and can work out if there may be a cash shortfall in an estate. The best way to deal with this is usually through an insurance policy, otherwise assets can be sold to meet a cash shortfall (of course, in consultation with your beneficiaries).
We would be happy to assist you and you are welcome to give us a call to have a preliminary chat.
Kind regards
Paula
021-5511741
Morning, we live in Centurion where can we go for our free Will?
Thank you!
Dear Sylvia
Your query will be sent on to Proactive Wills and Estates for response.
Kind regards
Marilyn
Dear Sylvia
Please contact us on either 073 217 2644 or 021-5511741 and we can set up a Skype/Telephone appointment with you regarding your Will. It is very easy and works well for our clients. We send you our Will application form to complete and once you have returned it we then set up the appointment with you to discuss your needs so that we can draft the Will for you.
We look forward to hearing from you and assisting you,
Kind regards
Paula
Hi I am interested after my husband’s death I did not renew the will
which was silly of me I need a will drawn up could u forward will app forms pls thx.
Hi Verona
We will ask Paula from Proactive Wills to contact you direct.
YEI
Our house is paid for so no mortgage on it and is registered in both our names.What happens when one of us dies? Does it have to be re-registered and what would be the costs incurred?
Thank you for all you help and advice.
Hi Jennifer
Your query has been sent to Proactive Wills and Estates for their response.
Regards, YEI
Hi Jennifer
Regarding the costs in your situation, it would depend on whether you are married in or out of community of property. If you are married in, then if one of you passes away the community estate needs to be dealt with, i.e. assets in both your names form the community estate, so the full property is an asset in the estate. If you are married out of community of property, then only the half belonging to the person who has passed away is dealt with. Conveyancing costs are charged by the attorneys who handle the transfer of the property – I am not sure what these are, as they charge on a sliding scale depending on the value of the property. If you would like to chat further, you are welcome to contact me on 073 217 2644.
Kind regards
Paula
P.S. The costs regarding transfer of the property are just one of the costs involved. There would also be admin costs and executor’s fees, which are 3,5% of the total value of the estate.