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About E-Planner

Planning your legacy should feel clear, not overwhelming.

E-Planner is a modern estate planning platform that helps you organize your financial life, document the decisions that matter, and keep everything up to date over time.

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MissionTrustworthy and practical
Make estate planning progress visible
We help you move from “I should do this someday” to a clear set of steps you can complete, review, and share with the people you trust.

Estate planning isn’t a single document—it’s an evolving set of decisions about assets, liabilities, dependents, beneficiaries, and the documents that reflect your wishes.

E-Planner brings those pieces together in one place so you can stay organized, track what’s complete, and know what needs attention next.

What we optimize for
Fast setup, clear next steps, and ongoing reviews.
  • Organize assets, liabilities, and family information
  • Track estate tools and related documents
  • Secure storage and easy retrieval
  • Reminders to keep plans current

Values that shape the product

We build for trust, clarity, and long-term usefulness—because your plan matters most when it’s accurate and current.

Clarity over complexity
Estate planning is already hard. We focus on making each step understandable and measurable.
Security by default
We treat your information with the same care you do—prioritizing secure, responsible handling.
Practical guidance
We help you get organized and stay current with the parts of a plan that often get missed.
Built for families
From dependents to documents, the product is designed around real household needs and timelines.

Meet the team

A blend of estate planning expertise, delivery, marketing, and engineering—focused on helping you plan with confidence.

Nico Banda
Fiduciary Specialist

Nico focuses on practical, real-world estate planning—helping South African families turn complex decisions into clear, actionable plans that stand up over time.

Chaka Musonza
Data Engineer

Chaka keeps E-Planner customer-led—driving clear delivery, thoughtful UX decisions, and messaging that helps people understand estate planning without jargon.

Kuda Mhizha
Software Engineer

Kuda leads the product’s engineering and security—building reliable systems, privacy-first data handling, and a platform that can scale with your family’s needs.