Online Will
This benefit is available to Wealth Bonus Lifestyle for Sanlam Corporate members.
- Members can get a Sanlam Legacy will drafted online, via the Sanlam Reality website, free of charge.
- A Sanlam Legacy Booking Agent will contact you after drafting your will online, to make an appointment with a Will Consultant.
- The Will Consultant will help finalise your online will to ensure it is signed correctly and deemed valid. They will also calculate the potential fees at death and offer the Sanlam Legacy Plan as a solution to cover these fees. This is an optional insurance product with a nominal monthly fee but the will remains free of charge.
- A free will collection service is made available to you, to get your will into safekeeping.
Learn more about your online will and POPIA compliance
Sanlam has partnered with Sanlam Trust, part of the Capital Legacy Group and a Sanlam Associate, to give you expert advice on wills, trusts, estates, and related services.
In compliance with the Protection of Personal Information Act (POPIA) that came into effect in July 2020, Sanlam Trust (Pty) Ltd, a subsidiary of Capital Legacy Solutions (Pty), will process and protect your personal information as required by relevant laws and the Constitution of the Republic of South Africa. See Capital Legacy Group’s complete privacy policy.
We collect, process, collate, store, analyse and disclose personal information only for the following purposes:
- To draft or revise your will
- To store or retain your will in our wills vault
- To comply with legal and regulatory requirements
- To protect the legitimate interests of Sanlam Trust
- Any other purposes related to the above
As our client, you have the right to:
- Opt out and object to us sharing your information with anyone else
- Request a copy of your personal information held by Sanlam Trust
- Update and/or correct your personal information at any stage