SmartWill credentials and partners

SmartWill is a product of Cliqtech (Pty) Ltd. We have been serving the digital needs of the fiduciary sector for the last 10 years. We pride ourselves on being forward thinking, with a focus on customer excellence. Our premier product is SmartWill, which provides an online turnkey fiduciary service.

To provide great, specialised and comprehensive service, you need to have the right partners.

Zale Hechter is a Candidate Member of the Fiduciary Institute of South Africa (FISA).

Fairheads - Our testamentary trust partner

SmartWill’s trust partner is Fairheads who are trusted experts in trust administration and assist in safeguarding your assets when you cannot.

Their fiduciary heritage dates back to 1925 as one of the first trust companies in South Africa. Fairheads participated in the pioneering of Umbrella Trusts in the 1980’s and later played a major role in bringing Beneficiary Funds into being in 2009.

They have evolved to include Unclaimed Benefits, a Legacy Umbrella Trust product, Tracing services and Pension-backed lending. The Fairheads brand has been developed through a steadfast commitment to integrity, professionalism and service excellence.

Visit them at: fairheads.com

Estate Plan - Estate Planning and Executor Services

With intelligent technology and the right partnerships, Estate Plan, established in 2009, ensures the winding up of an estate of a loved one is seamless and speedy.

Their mission is to alleviate the administrative burden of winding up estates by using technology to speed up the process and improve efficiency.

The key values that Estate Plan adhere to are: PROFESSIONALISM, EFFICIENCY & INNOVATION.

Their team has in-depth experience and expertise in Estate and succession planning which ensures peace of mind for our SmartWill clients and their loved one’s. Estate Plan provides SmartWill with fiduciary advice and highly experienced executors that finalise deceased estates for our customers. In addition, Estate Plan works closely with key specialist partners in Estate Planning and the quality control of our will these partners include ALK (www.alkexec.co.za) and Intergen (www.intergen.co.za).

Visit Estate Plan @ www.estateplan.co.za

Xneelo – Hosting partner

At SmartWill, efficiency and data security for our customers is of utmost importance. As a result we have chosen Hetzner for their proven track record.

Hetner started in 1999, and today they have 40,000 customers who trust them as their hosting partner.

They spend each day working hard to keep their customers' trust and they are passionate about web hosting, which is their core business. They focus on delivering a hosting service that is reliable and consistent offering value and consistency.

Xneelo SA strives to advance the standard of excellence in web hosting. Recognised as an industry leader, they have been accredited with a number of awards.

Hetzner re-branded to Xneelo in 2019.

Visit Xneelo @ xneelo.co.za

Tribe – Digital partner

Tribe is an evolving digital organisation nested in the heart of the digital future. With a dedicated team they focus on the needs of the world to come, building solutions that embrace change and drive the future.

With a clear understanding that we are at a pivotal point in digital evolution, they pride themselves on the ability to enhance the human experience within this new digital world.

Tribe is based on four pillars:

1. Digital evolution.
2. The appropriate use of data.
3. Transparency of the digital footprint.
4. Enhancing the human experience.

Tribe’s services include:

1. Digital development.
2. Internet of Things.
3. Data synthesis and machine learning.
4. Blockchain.

Visit Tribe @ tribeinvestmentassets.com

Storafile – Storage partner

Storefile offers a full suite of records management services, from the analyses and classification of important documents, through to document scanning, offsite document storage as well as a cloud-based document management portal and archiving stationery.

Their expertise is backed by a core team that has been working with organisations of all sizes for the past 20 years in Johannesburg and Cape Town.

Vist Storafile @ www.storafile.co.za

 

 

What some of our customers think.

 

"The process of updating my will was so overwhelming that I had snoozed the reminder on my to-do list since my my second child was born... and he is almost three. Then I found SmartWill.
The website is so intuitive and extremely simple. I found myself wondering whether it was too simplistic! The website guides you through an easy, step-by-step process that you can complete in your own time, in the comfort of your home. It takes an overwhelming task, and breaks it down into easy-to-answer questions. The cost is nominal, the quality is extraordinary. You don’t need to make an appointment with a lawyer, yet your will is reviewed by a lawyer. The whole process was so streamlined, I really can’t fault it. I strongly recommend that you just take the first step. The rest is easy." - Tanya Hanekom

"A will is always the lowest item on most people's daily priority list, but SmartWill helps make it as easy and seamless as possible. With the ability to dip in and out of the website when you have time to complete the details. With constant but not overbearing email reminders, and good advice from real people when you need it, the overall adds up to an excellent service for the price. Thanks SmartWill I can sleep a little easier now!" - Charles Edwards