Estate Preservation Plans

The Clientèle Estate Preservation Plan is designed to assist in ensuring that your last wishes and legacy are realised. The Plan protects the financial interests of your Estate’s beneficiaries from the costs associated with the winding up of your Estate, as well as providing financial security during this often lengthy process.
  • Classic Plan
  • Flexi Plan
  • Compare Products
  • Clientèle Estate Preservation Plan (Classic)


    Lifetime Will Benefit.
    Up to R300,000 cover.
    Initial Expense Benefit pays out within 24 hours on receipt of a valid death claim.
    Estate Shortfall Benefit provides liquidity in the Estate to assist with covering the associated costs of winding up of your Estate.
    Executor Fee Benefit. A nominated Executor may require the assistance of a professional to assist in the winding up of your Estate and the execution of your Will. 50% of this benefit is paid upfront on the appointment of your Executor and the remaining 50% when the Estate is formally wound up.
    Optional Benefits
    • Monthly Expenses Benefit of 12 monthly payments of up to R15,000 per month.
    • Enhanced Liquidity Benefit of up to R20,000 lump sum.

    Lifetime Will Benefit
    Clientèle has a list of preferred suppliers that you can choose from to assist with and validate your Last Will and Testament (Will) according to your wishes. A properly drafted Will ensures that, on your death, your Estate is distributed efficiently to your beneficiaries, it nominates a trusted Executor, appoints guardians for your children (where applicable) and more. Our Lifetime Will Benefit aims to keep your Will current and in line with your wishes at the time. This benefit also provides a facility which safely stores your Will, and allows for it to be amended as and when life changing events require.

    Click here to view preferred services suppliers

    If you choose outside of this list, our contribution to their fee will be limited to the fee amounts agreed with Clientèle’s preferred service providers. Your chosen service provider will assist with and validate your Last Will and Testament according to your wishes.

    1. 1. If you do not have an existing or relevant Last Will and Testament in place, one will be drawn up for you.
    2. 2. Your Last Will and Testament will be validated from a legal perspective.
    3. 3. Your Last Will and Testament will be stored at a secure facility. Provided in partnership with your chosen Service Provider, through Clientèle Limited.
    4. 4. Your Last Will and Testament can be annually reviewed and updated, should you require it. Provided in partnership with your chosen Service Provider, through Clientèle Limited.
    Downloads
  • Clientèle Estate Preservation Plan (Flexi)


    Lifetime Will Benefit.
    Up to R2,625,000 cover.
    Initial Expense Benefit pays out within 24 hours on receipt of a valid death claim.
    Estate Shortfall Benefit provides liquidity in the Estate to assist with covering the associated costs of winding up of your Estate.
    Executor Fee Benefit. A nominated Executor may require the assistance of a professional to assist in the winding up of your Estate and the execution of your Will. 50% of this benefit is paid upfront on the appointment of your Executor and the remaining 50% when the Estate is formally wound up.
    Optional Benefits
    • Monthly Expenses Benefit of 12 monthly payments of up to R75,000 per month.
    • Enhanced Liquidity Benefit of up to R450,000 lump sum.

    Lifetime Will Benefit
    Clientèle has a list of preferred suppliers that you can choose from to assist with and validate your Last Will and Testament (Will) according to your wishes. A properly drafted Will ensures that, on your death, your Estate is distributed efficiently to your beneficiaries, it nominates a trusted Executor, appoints guardians for your children (where applicable) and more. Our Lifetime Will Benefit aims to keep your Will current and in line with your wishes at the time. This benefit also provides a facility which safely stores your Will, and allows for it to be amended as and when life changing events require.

    Click here to view preferred services suppliers

    If you choose outside of this list, our contribution to their fee will be limited to the fee amounts agreed with Clientèle’s preferred service providers. Your chosen service provider will assist with and validate your Last Will and Testament according to your wishes.

    1. 1. If you do not have an existing or relevant Last Will and Testament in place, one will be drawn up for you.
    2. 2. Your Last Will and Testament will be validated from a legal perspective.
    3. 3. Your Last Will and Testament will be stored at a secure facility. Provided in partnership with your chosen Service Provider, through Clientèle Limited.
    4. 4. Your Last Will and Testament can be annually reviewed and updated, should you require it. Provided in partnership with your chosen Service Provider, through Clientèle Limited.
    Downloads