021 715 7805 info@youve-earned-it.co.za
Old Mutual – Adspace A – YEI Retirement page

YEI Directory

Feedback

Proactive Wills and Estates

Proactive wills and estates logo

 

 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

 

Wills and Estates radio interview

 

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

 

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.

 
Please reference Proactive Wills & Estates/YEI 227 in your message.

 

  • Please stipulate the name and the YEI number of the Business you are enquiring about
  • This field is for validation purposes and should be left unchanged.

 


You’ve Earned It / YEI (https://youve-earned-it.co.za/),
the online retirement 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

  • Fab competitions

  • News/views/fun


Sign up for the FREE fortnightly
You’ve Earned It Newsletter HERE
and become a You’ve Earned It / YEI member

 


 

 Relevant articles:

Eight reasons to update your Will

The importance of creating or amending your will during Lockdown

Email to a friend/colleague

Contact

Tags: , , , , , , ,

Comments

17 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.

    • Marilynh
      June 27, 2018 at 3:16 pm

      Dear Carol

      Your query has been sent directly to Proactive Wills and Estates

      Kind regards
      Marilyn, YEI

    • Paula Bongers
      June 28, 2018 at 3:16 pm

      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

  • Sylvia
    September 19, 2018 at 9:17 am

    Morning, we live in Centurion where can we go for our free Will?
    Thank you!

    • Marilynh
      September 21, 2018 at 11:14 am

      Dear Sylvia

      Your query will be sent on to Proactive Wills and Estates for response.

      Kind regards
      Marilyn

  • Paula Bongers
    September 22, 2018 at 3:02 pm

    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

  • Verona Roos
    April 17, 2019 at 6:33 pm

    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.

    • Marilynh
      April 18, 2019 at 8:38 am

      Hi Verona

      We will ask Paula from Proactive Wills to contact you direct.

      YEI

  • Jennifer Potter
    July 21, 2020 at 3:05 pm

    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.

    • Marilynh
      August 10, 2020 at 1:23 pm

      Hi Jennifer

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

      Regards, YEI

  • Pauline Bongers
    August 10, 2020 at 2:58 pm

    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.

Leave a reply

Your email is never published nor shared. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.