In today’s complex world, estate planning goes far beyond drafting a will.
This course explores how to design a modern, practical estate plan that reflects the realities of contemporary life- including blended families, digital assets, and business interests.
Participants will gain insight into aligning personal, professional, and digital affairs within a cohesive legal framework, addressing challenges such as executor selection, trust structures, cross-border considerations, and the management of online and crypto assets.
The session highlights how to keep estate documents compliant, current, and accessible, ensuring your plan not only meets legal requirements but also protects your legacy and provides clarity for those you leave behind.
Topics Discussed:
- How to structure a modern estate plan that accommodates blended families, business ownership, and evolving personal circumstances
- The treatment and inclusion of digital assets- from online banking and social media to cryptocurrency and cloud storage
- How to select and brief executors, trustees, and guardians effectively to ensure your wishes are carried out in practice
- The essential components of a compliant and up-to-date will, including clauses to address digital and cross-border assets
- How to coordinate estate planning with business and trust structures to ensure continuity and control
- Practical steps for keeping estate documentation current and accessible in a secure, legally sound manner
- Emerging trends and legal updates shaping estate planning practices in South Africa in 2025/2026 and beyond
Presented by: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)
Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.
All Included:
- Video presented course
- Downloadable course material
- Certificate of training
- Assessment (optional)
- SAIT Accredited (2 verifiable CPD hours)