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.

E-Planner Dashboard

Total Net Worth

ZAR 2,450,000

Assets

ZAR 3,200,000

Liabilities

ZAR 750,000

Estate Tools

4 Active

WillTrust

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

Manage wills, trusts, holding companies, and letters of wishes with ease.

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

Your data is protected with strong encryption and sensible security measures.

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

Your data is encrypted at rest and in transit, with industry-standard practices for access and monitoring.

256-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.