Drafting and planning software for South African fiduciary practitioners, built inside the practice rather than around it.
The Suite
Each product stands on its own today. They are being built on a shared client and entity record, so that names, identity numbers, marital regimes and structures are captured once and reused by every document that follows.
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Precision Will Drafting
Generates a finished Afrikaans or English will in Microsoft Word from a single form. Three estate plans, single or joint, with the numbering, cross references and executor clauses computed for you.
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Trust Setup & Legacy Planning
Trust deed drafting and registration support. A restructured deed in plain Afrikaans and English, with the Master's forms and the beneficial ownership register handled as part of the same job.
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Estate & Business Continuity Planning
The planning layer. Family and business structures, liquidity, key person exposure and succession readiness in one view, with the estate duty and capital gains position calculated behind it.
Calculators, Organograms & Intake
The working set behind the products. Estate duty templates, the structure organogram builder and the client intake record that feeds every other tool in the suite.
Approach
These are not form filling websites. They are the tools of a working fiduciary practice, turned into software so that the drafting time goes into the advice rather than the typing.
Wills Act formalities, the Trust Property Control Act, estate duty and the accrual system as they actually apply here, not a foreign template adapted after the fact.
The output is a signature ready Word document with correct numbering, cross references and attestation. What comes off the tool is what goes to the client.
Names, identity numbers, marital regimes and entity structures are captured once. The organogram, the plan, the deed and the will all read from the same record.
Access
The drafting tools are open to contracted advisers and fiduciary practitioners on an approved list. If you would like to be considered, send your name, firm and the work you do.