The comprehensive estate planning platform that helps you organize, track, and manage your complete financial picture and estate planning documents in one secure location.
Total Net Worth
ZAR 2,450,000
Assets
ZAR 3,200,000
Liabilities
ZAR 750,000
Estate Tools
4 Active
Comprehensive tools to organize your financial life and secure your family's future.
Track your complete financial picture with interactive charts and real-time insights.
Organize information about your partner, children, and dependents all in one place.
Store and manage wills, trusts, holding companies, and letters of wishes in one place.
Answer plain-language questions about you, your family, and your wishes, then download a draft will to review with your attorney.
Securely upload and organize important documents linked to your assets and estate tools.
Keep detailed records of all your assets and liabilities. Add, update, or remove entries whenever your situation changes.
Financial values are encrypted in the database; only your account can access your records through the app.
Your asset and liability amounts are kept separate from other accounts and stored in a protected form, so they are not sitting in storage as ordinary numbers anyone could read.
Your phone or computer
Secure connection
E-Planner
Shows amounts only to you
Secure storage
Not readable as plain numbers
Your information stays separate
Other people’s plans cannot be mixed with yours. Each account only sees its own data.
Amounts are locked away
Money figures are stored in a protected form, not as normal numbers someone could read.
Your account only
Database rules block other users from seeing your records.
Locked in storage
Money figures are saved as unreadable scrambled text, not plain amounts.
Clear for you
You see normal rand amounts only when you are signed in.
E-Planner provides a complete overview of your wealth and estate planning progress, helping you make informed decisions for your family.
Field-level encryption for financial data, row-level isolation, and TLS in transit, built for POPIA-aligned estate planning.
See how it works256-bit
AES Encryption
99.9%
Uptime SLA
Join thousands of families who have taken control of their financial future with E-Planner.
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