A will tells people what should happen to what you leave behind. E-Planner walks you through the questions step by step and produces a draft you can review with your attorney before signing.
If you have people or possessions you care about, you should have a will. It is the document that says who receives your estate, who winds everything up after you pass away, and—where relevant—how minor children are protected. In South Africa, the formal rules are set out in the Wills Act. E-Planner does not replace a lawyer, but it helps you organise your answers and produce a clear draft to take to one.
The SA Will Generator inside E-Planner asks you questions in a sensible order. You can stop at any point and come back later—your answers are saved. When the required information is complete, you can read the draft inside the app and download a PDF. That PDF is a starting point for a conversation with a qualified attorney, not a finished legal document until it is properly signed and witnessed.
Sign in to E-Planner and open Estate Tools. Choose SA Will Generator and work through each step. Many fields can be prefilled from information you already saved in Settings and Family—so it helps to complete your profile first, but you can fill gaps directly in the generator.
The app also checks common mistakes before you download—for example, that beneficiary percentages add up to 100%, that witnesses are not also beneficiaries, and that you meet the minimum age to make a will. If something needs attention, you will see a plain explanation and can go back to fix it.
A child under 18 cannot receive a large inheritance directly. If your will names a child (or someone who may still be a minor), E-Planner prompts you to choose a vesting age—when they receive their share outright—and to name a trustee to look after their inheritance until then. An annexure with trust wording is added to the draft where needed.
E-Planner also offers a shorter residue will draft that uses information already in your profile—useful for a quick summary of who receives what is left of your estate. The full SA Will Generator is the better choice when you want a complete document with beneficiaries, executors, trusts, and signing blocks in one flow.
Review your will after major life events—marriage, divorce, a new child, a death in the family, or a significant change in assets. Updating your saved information in E-Planner and regenerating a fresh draft is far easier than starting from a blank page years later.
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.
