Plan Your Legacy with Confidence
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
See E-Planner in action
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Everything You Need for Estate Planning
Comprehensive tools to organize your financial life and secure your family's future.
Net Worth Dashboard
Track your complete financial picture with interactive charts and real-time insights.
Family Management
Organize information about your partner, children, and dependents all in one place.
Estate Planning Tools
Store and manage wills, trusts, holding companies, and letters of wishes in one place.
SA Will Generator
Answer plain-language questions about you, your family, and your wishes, then download a draft will to review with your attorney.
Document Storage
Securely upload and organize important documents linked to your assets and estate tools.
Asset & Liability Tracking
Keep detailed records of all your assets and liabilities. Add, update, or remove entries whenever your situation changes.
High-Grade Security
Financial values are encrypted in the database; only your account can access your records through the app.
Financial data encrypted in the database
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
What we store behind the scenes
ProtectedWhat you see in E-Planner
Your viewYour 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.
Take Control of Your Financial Future
E-Planner provides a complete overview of your wealth and estate planning progress, helping you make informed decisions for your family.
- Real-time net worth tracking with visual breakdowns
- Secure document storage for all your important files
- Smart reminders to keep your estate plan up to date
- Easy collaboration with family members and advisors
High-Grade Security
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
Start Planning Your Legacy Today
Join thousands of families who have taken control of their financial future with E-Planner.