SmartWill Credentials and Partners

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

To provide a unparalleled turnkey service you have to have the right partners. We believe we have some of the best.

Digital Estate Planning Initiatives (Pty) Ltd is a Candidate Member of the Fiduciary Institute of South Africa (FISA)

fairheads

Fairheads - Our Testamentary Trust Partner

Fairheads Benefit Services prides itself on high standards of governance. In many instances, they have led the way for the industry. The following are some of the reassurances they provide.

  • They are licensed as a section 13B administrator in terms of the Pension Funds Act
  • They have an internal audit, risk and compliance committee. There is a risk management policy in place and a compliance report is submitted to the Financial Services Board annually.
  • They have a superior information technology platform and a comprehensive disaster recovery plan.

Fairheads has been providing trust services for the last 90 years and is the market leader in group beneficiary trusts.

Visit them @ www.fairheads.com

ALK

ALK – Professional Executors and Fiduciary Services.

ALK is a fiduciary services provider with specialist knowledge and a wealth of experience to bring goodwill to any alliance or customer they interact with.

ALK was established by 3 dynamic and skilled professionals in the fields of Law,

Estate Planning, Trusts, Administration of Estates and Wills. Strong client relationships incorporating professional and personal service, is the cornerstone of their business where every client’s specific needs are catered for.

Their team has in-depth experience and expertise in estate and succession planning which ensures peace of mind for our SmartWill clients.

ALK provides SmartWill with legal advice around the quality control of our will and assists as one of the panel of Executors assisting in the finalization of deceased estate for our customers.

ALK are members of the Fiduciary Institute of South Africa (FISA).

Visit ALK @ www.alkexec.co.za .

xneelo

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, 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 and as such this is their core business. They focus on delivering a hoste service that is reliable and consistent offering value and consistency.

Xneelo SA strives to push forward 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.

Vist Xneelo @ xneelo.co.za

mutuum

Mutuum – Digital Partner

Mutuum 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 & drive the future.

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

Mutuum is based on 4 pillars:

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

Mutuum’s services include :

  1. Digital Development
  2. IoT
  3. Data synthesis and machine learning &
  4. Blockchain

Visit Mutuum @ www.mutuum.co.za .

storafile

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 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 .

 
thecourierguy

The Courier Guy - Courier Partner

According to the Estates Act 66 of 1965 the original signed will is the only valid will accepted by the Master of the High Court. As a result, it is imperative that the will is not only stored in a secure and safe environment but that it be protected when in transport to SmartWill for storage.

To ensure the security of the will we have partnered with the Courier Guy Couriers who have proven themselves as a leading courier company in South Africa.

Visit The Courier Guy @ www.thecourierguy.co.za .

 

 

Who we work with.

We pride ourselves on being forward thinkers, with a focus on customer excellence.

Our trusted partners include...

 
Fairheads
ALK
xneelo
mutuum
storafile
the courier guy

 

What some of our customers think.

 
"The process of updating my will was so overwhelming that I snoozed the reminder on the to-do list since my second-born son was born... and he is almost 3. 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 peoples daily priority list, but Smartwill helps make it as easy and as 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 of real people when you need it, the overall all adds up to an excellent service for the price. Thanks Smartwill I can sleep a little easier now!" - Charles Edwards

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