Annual Will Maintenance Services 

Ensure Your Legacy is Protected Year After Year

Keeping Your Will Up-to-Date and Your Wishes Respected


Our Annual Will Maintenance service is designed to help you keep your last will and testament current with the ever-changing aspects of your life. Life events such as new family members, changes in assets, or shifts in personal wishes can impact your estate plan. By regularly updating your will, you can ensure that your final wishes are carried out precisely as you intend.

Why do you need this?

Life is unpredictable, and changes happen. Clients gain and lose family members, acquire new assets, and sometimes spend or lose assets. Consequently, their final wishes may evolve. Our annual check-ins help ensure that your will accurately reflects your current life circumstances and desires.

Peace of Mind

An up-to-date will guarantees that your estate will be handled precisely as you want it to be. An outdated will can lead to dissatisfaction, legal disputes, or unforeseen estate duty implications.

Reflects Your Wishes

Your will should always reflect your latest wishes. Regular updates help ensure that your wishes are accurately represented.

Legal Compliance

Staying updated with the latest legal provisions allows you to adapt your estate plan accordingly.


We make annual will maintenance easy and convenient for you.

Here’s what our service includes:

      • Sending an annual email reminder to prompt you to review your will.
      • Providing an online template for you to assess the validity of your existing will.
      • If your current will remains valid, we record the engagement and keep it on file.
      • If your will needs updates or changes, we schedule a personal or online appointment to discuss and make necessary adjustments.
      • If a trust is required, we handle the consultation, trust deed creation, and registration with the Master of the High Court.
      • We draft and issue your updated will for your review and signature.
      • Once signed, your updated will is registered and securely stored, and the invalid will is destroyed.
      • We maintain a record of your annual engagement with us to track changes and ensure your will remains current.

Ready to ensure your will reflects your current wishes and protects your legacy?

Contact us to get started on your Annual Will Maintenance journey. Don’t leave your future to chance; let us help you maintain peace of mind.

Frequently Asked Questions

How often should I update my will?

We recommend updating your will annually or whenever a significant life event occurs, such as a birth, death, marriage, divorce, or acquisition of substantial assets.

Is it necessary to update my will if my circumstances haven't changed much?

Yes, even minor changes can impact your estate plan. Regular updates help ensure your will accurately reflects your wishes and current legal requirements.

What happens if I don't update my will regularly?

An outdated will may not align with your current intentions and can lead to complications and disputes upon your passing.

Your Legacy in Expert Hands

Have questions or need assistance with your Annual Will Maintenance? We’re here to help. Feel free to reach out to us:

Ferdie Lochner

Director: Fiduciary Services