Planning for posterity? Let PBA be your guide




While we all understand (at least to some degree) the importance of a Last Will and Testament, most of us don’t think about putting our wills into writing until it’s too late.


In fact, when you look at the stats, only 30% of working adults in South Africa actually have written will in place. No matter the reason, the importance of having a Last Will and Testament is paramount to ensuring that the transfer of your Estate goes through smoothly since it is an integral part of a holistic financial plan.


Last Will and Testament with Funeral Plans


We at PBA feel that it is crucial for our clients to have a Will that reflects their true intentions, their wishes, as well as to be informed of the legal implications should they not have a Will. It has also come to our attention that a copious number of our clients who do have a Will have appointed their bank as their executor.


We would not recommend this as the fees are generally higher to unwind their Estates and, from our experience, the processes take much longer. That is why we have chosen to partner up with one of the leading professional Will drafting and Estate Planning companies in South Africa, Capital Legacy.


Further to this, the consultation and the drawing up of the Will is offered to you at no extra cost. Should you want to eliminate all costs of unwinding your estate, the consultant will be able to discuss a solution with you. PBA is always available for guidance in this matter.


Funeral Cover


No one likes to be reminded that at some point, everyone will pass away. However, it's vital to keep this in mind. Death can occur at any time and should this happen, you need to know that your loved ones will not be left with the crippling costs of a funeral and all things involved.

When you arrange a burial, you will have to look at things like:


  • Tombstone

  • Coffin

  • Cremation or Burial Costs

  • Pamphlets

  • Mortuary Costs

  • Venue

  • Hearse

  • Musicians

  • Fresh Flowers

  • Catering etc.

Protect your family and friends from unnecessary expenses. Speak to one of our brokers about arranging funeral cover and drawing up your Last Will and Testament.


Contact us:

Phone: 011 803 9686

Email: vivian@pbafsa.co.za or bev@pbafsa.co.za


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