01
Bring everything together
Property, savings, investments, policies, debt and spending become one coherent estate picture.
South African estate planning, reimagined
Protect what you built. Preserve who it was for.
See your whole estate, understand what may be payable, and turn uncertainty into a thoughtful plan for the people you love.
Your living estate
A plan that grows with you.
Illustrative estateR 4 850 000
Estimated dutyR 270 000
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Enough clarity to begin a meaningful adviser conversation.
01Capture
02Understand
03Act
From a list to a legacy
Every number tells part of your family’s next chapter.
Lefa guides you from scattered financial details to one considered view of what remains, what is at risk and what deserves attention.
02
Understand the consequences
See an estimate of estate duty, executor costs, liquidity and the pressure your family could face.
03
Shape the outcome
Explore practical next steps across spending, investments, life cover and professional advice.
Life stage
Building momentum
One life. One evolving plan.
Meet Thabo.
At 28, Thabo is single, lives in a rented Johannesburg apartment and is paying off his car. His career is moving forward—and his money now carries responsibilities worth protecting.
Assets
R 412 000
Liabilities
R 96 500
Monthly spend
R 14 800
His estate is positive. His next opportunity is to make it intentional.
Reducing non-essential spending and increasing long-term investments as his car debt falls could strengthen what he leaves behind. The right life cover may protect that progress.
Understand before you decide
Estate planning language, made human.
Learn what assets, liabilities, executor fees, estate duty and your marriage regime may mean for the estate you leave.
A gift of certainty
Leave your loved ones clarity, not questions.
Begin with what you know today. Lefa will help you see what still needs attention.
Start your plan