Proactive Wills and Estates is a boutique
Fiduciary Company specializing in Wills and Deceased Estates
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 the above organisation/business
will get back to you as soon as they can.
You’ve Earned It / YEI (https://youve-earned-it.co.za/),
the digital media platform
for South African over-60s
Discounts, savings and benefits for baby boomers, seniors, pensioners and retirees
Informative and relevant articles geared at the senior market
Sign up for the FREE fortnightly
You’ve Earned It Newsletter HERE
and become a You’ve Earned It / YEI member