Drafting and planning software for South African fiduciary practitioners.
Wills, trust deeds and estate plans, built inside a working fiduciary practice rather than around it.
Four tools, one client record
Names, identity numbers, marital regimes and structures are captured once, and every document that follows reads from the same record.
WillForge
Will drafting
A finished Afrikaans or English will in Word from one form: single or joint, three estate plans, with numbering, cross references and the executor clause worked out for you.
TrustLaunch
Trust setup and review
A trust deed in plain Afrikaans or English with the Master's forms prepared alongside it, and a cited review of a deed somebody else drew.
Continuum
Estate and business continuity
Estate duty, capital gains and the liquidity shortfall on both deaths, with the marital regime and business structures handled properly, and scenarios compared before you advise.
Adviser tools
Calculators and intake
Usufruct, retirement, education, estate costs, property transfer costs, buy and sell, and trust loan account against life cover, plus the client intake that feeds every other tool.
Built by a practitioner, so the time goes into the advice rather than the typing.
South African law
The Wills Act, the Trust Property Control Act, estate duty and the accrual system as they apply here, not a foreign template adapted afterwards.
Documents, not drafts
A signature-ready Word document with correct numbering, cross references and attestation.
One record, reused
The organogram, the plan, the deed and the will all read from the same client record.
Access is by invitation while we are in beta
The tools are open to contracted advisers and fiduciary practitioners on an approved list. To be considered, send your name, firm and the work you do.