16/11/2025
Having a valid, executable will in place is one of the most important steps you can take to protect your loved ones and your legacy. But a will alone isn’t always enough — estate costs, taxes, and delays can place unnecessary stress on those you care about most.
Momentum’s new Estate Planning Solution is designed to complete the picture, turning good intentions into successful outcomes.
🕊️ Here’s how it helps:
✅ Indemnifies your estate against costs, fees, and taxes.
✅ Enhances liquidity, ensuring your estate has cash flow when it’s needed most.
✅ Protects your surviving spouse’s inherited estate, keeping wealth where it belongs — in your family.
✨ Key benefits include:
Estate Costs Indemnity – Covers estate administration fees.
Testamentary Trust Indemnity – Covers trust-related costs.
Death Taxes Indemnity – Pays Capital Gains Tax and Estate Duty on behalf of your estate.
Family Cash – Provides 5% of the insured estate value immediately for urgent family expenses.
Estate Booster – Adds extra liquidity if estate tax liabilities are low.
Cover Transfer – Automatically transfers cover to your surviving spouse — no new underwriting, no extra premiums.
Inheritance Booster – Adds value for your heirs after both parents have passed.
📜 Don’t leave your loved ones in the dark after your passing.
Let’s make sure your will is valid and executable, and that your estate is protected through Momentum’s comprehensive Estate Plan.
📞 Contact me today — let’s ensure your legacy continues with confidence.
Riaan Coetzer
Momentum Financial Adviser
083 378 4557
